We founded Edge in 2006 on the premise that individuals, families, and institutions with significant wealth deserve serious, individualized attention. As an independently managed firm, our advice is always objective and we act in our clients’ best interests. This is a necessary and integral part of building the best customized and comprehensive solutions for our clients. We are committed to helping you reach your goals with tailored solutions that meet your needs.


INTEGRITY. We built our firm on integrity and trust because doing what is right for you is better for our business in the long run. Being fiduciaries, we act in your best interests and hold ourselves to the highest professional and ethical standards, remaining completely transparent and objective in service to our clients.

THINKING. We evaluate each client’s circumstances and goals carefully through a variety of perspectives, in-depth research, and prudent, independent judgment. Every decision we make is filtered through our long-term time horizon. We respect every client’s desired level of information and involvement and tailor our engagement accordingly. We continuously monitor the market to help you navigate volatile conditions.

PARTNERSHIP. We are accountable to our clients – we say what we do and do what we say. We help you make more informed and effective financial decisions that will allow you to feel relieved, confident, self-assured and empowered.