Edge is invested in what matters to you most. We are fiduciaries first, which means we always put your needs first. Our firm continuously listens
While we are honored to be recognized in the Barron’s 2024 Top 100 RIA Firms list, our true reward is the satisfaction of creating a
. Edge Capital Group is honored to be recognized in the Charlotte Business Journal’s Book of Lists which was published on May 10, 2024. Edge
We are excited to announce that we have been named to 2024 Best-In-State Wealth Advisors list in Florida, Georgia, North Carolina, Tennessee, and Texas. Forbes®
Edge Capital Group proudly announces Elizabeth Mackie, CPA, CFP® has made the Forbes® 2024 list of America’s Top Women Wealth Advisors – Best-In-State (Florida-North). The
We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.
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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.
