WEALTH STRATEGY
Your Mission
Starts Here
At Edge, we believe in getting to know the person beyond their investments – and fully understanding the imprint you want to leave on the world. Our multidisciplinary approach favors conversation over software analytics. You will be guided by a team of experienced and driven professionals who are dedicated to building and maintaining your wealth.
Getting
Organized
Personal financial assessment, financial statements, estate planning and insurance information, future portfolio projections
Goals & Life Event Scenarios
Scenario analysis for major life events and transactions, wealth strategy roadmap
Tax Strategy & Planning
Tax efficiency analysis, tax aware investment strategies, gain and loss harvesting, related asset placement
Insurance Assessment & Risk Management
Policy gap analysis, income replacement and lifestyle maintenance for unforeseen events, collaboration with insurance professionals
Lifestyle
Services
Lending alternatives, cybersecurity protocols, health and wellness resources, management of planning services
Family
Governance
Family Mission Statement, family meetings, conflict resolution, next-generation education, guidance for liquidity events
Estate
Planning
Wealth transfer, estate and gift tax projections, alternative planning solutions, estate liquidity insurance
Philanthropy &
Legacy Strategies
Charitable gifting strategies and guidance for advanced charitable giving
