Serious Wealth
Demands Serious Attention.

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.

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