You’ve worked hard for your wealth. You deserve a team who will work even harder to manage it.
Our dedicated team and direct access to portfolio managers ensures a long-term and accessible partnership with each client.
High-level, personalized engagement with our team provides the attention clients expect and deserve.
We believe a successful wealth management partnership must be built on transparency of strategy and action.
Our exclusive tailored wealth management and financial planning approach demonstrates the respect, attention, and distinction each client has earned.
We understand that employing comprehensive management of wealth promotes long-term portfolio success rather than isolated asset wins.
We believe unique customization better manages risk, enabling us to pursue superior risk-adjusted returns for our clients.
Bringing It Together
We provide comprehensive wealth management to help our clients accomplish their financial goals, no matter what they may be.
At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent wealth management firm devoted exclusively to serving individuals, families, and institutions with substantial wealth by focusing on the combination of Investment Management, Advanced Financial Planning & Family Office Services, and Advisor Coordination to fully and completely take care of our clients.
Many of our clients have engaged advisors who promised much but delivered little. Formulaic solutions, unexceptional results, and products offered to benefit advisor over client are unacceptable yet unfortunately too common in wealth management.
At Edge Capital, we believe that a higher level of wealth requires a higher standard of service. As an independent firm, we are beholden to no one but our clients.
We customize client portfolios and tailor every solution to each client’s circumstance—the RealizeMORE™ component of our effective wealth management and financial planning approach. We achieve this via a highly disciplined process and varied perspectives on potential solutions and expected outcomes.
Our exclusive network of research, banking, and investment management relationships provide clients with an enormous breadth of resources, scale, and purchasing power not easily obtained through other advisory firms.