Serious Wealth
Demands Serious Attention.

Cloud

Cloud

Cloud

You’ve worked hard for your wealth.
You deserve a team who will work even harder to manage it.

  • Loyalty

    Our dedicated team and direct access to portfolio managers ensures a long-term and accessible partnership with each client.

  • Attention

    High-level, personalized engagement with our team provides the attention clients expect and deserve.

  • Transparency

    We believe successful wealth management partnership must be built on transparency of strategy and action.

  • Customization

    Our exclusive customized wealth management approach demonstrates the respect, attention, and distinction each client has earned.

  • Holism

    We understand that employing holistic management of wealth promotes long-term portfolio success rather than isolated asset wins.

  • Results

    We believe unique customization better manages risk, enabling us to pursue superior risk-adjusted returns for our clients.

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 financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions.

Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.

RealizeMORE™

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 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.

Edge Insights


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