Edge Capital Group
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Insights:

Edge named in 2023 Best-In-State list in 4 Major States

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We are excited to announce that we have been named to the 2023 Best-In-State Wealth Advisors list in Florida, Georgia, North Carolina and Texas.

While we are honored to be recognized, our true reward is the satisfaction of creating a positive impact in the lives of our clients and the communities we serve. Our culture is about teamwork, collaboration, development and always putting the client first.

On behalf of Edge Capital, thanks to all of our clients and supporters who allow us to serve them and take care of their families and institutions. We would also like to say thank you to our talented team for your dedication to exceeding expectations and our culture of teamwork, thought leadership and high touch engagement that provides the attention and thought clients deserve.

Without you, there would not be an Edge Capital Group.

 

The Forbes® 2023 Best-In-State Wealth Advisors list was published on April 4, 2023 by Forbes®/SHOOK RESEARCH, and covers the period Jan. 1 – Dec. 31, 2022.  SHOOK is completely independent and objective, and does not receive compensation in exchange for placement on its rankings. As the world’s only advisor research firm in the world with a specialty in quality. SHOOK performs deep due diligence as the basis for its rankings. For more information on SHOOK’s methodology, visit  Shook/Forbes® Award Methodology

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  • © 2023 Edge Capital Group.
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Edge Capital Group at


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.

Welcome to our new Firm!

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