We are honored to announce that we have been named as a Top RIA for 2022. We achieved a ranking of #34 out
Edge Capital Group has prepared this material for informational purposes only, and is not intended to provide, and should not be relied on for, tax,
As summer fades, many families are exploring options for how to include beloved vacation properties as a portion of their overall estate transfer. This article
Edge Capital presents Dr. Kathryn Starr, assistant professor in the Division of Geriatrics at Duke University School of Medicine and co-director of the Duke Center
Build Back Better in a lighter version may have been resurrected (or found new momentum). The latest version of the BBB proposal is still a
For the third time since 2008, the IRS will enact a midyear mileage rate boost. Just in time for the July 4th holiday, the rates for
. Forbes® recognized five Edge advisors in its 2022 Best-In-State list, the highest number of Edge advisors to make the magazine’s annual state rankings. Our
Edge Capital Group proudly announces Partner, Elizabeth Mackie, CPA, CFP®, has made the Forbes® 2022 list of America’s Top Women Wealth Advisors – Best in
. Key Observations Many markets entered a technical correction (defined as a 10 percent pull back or more) in January as headline inflation reached levels
. Dear Clients, Edge Capital exists to deliver a positive experience across your full financial life through a culture of teamwork, thought leadership, and high
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SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.