Edge Capital Group
CLIENT ACCESS

WEALTH STRATEGY

Your Mission
Starts Here

Investment
Management
Wealth
strategy
Family office
services

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.

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Getting
Organized

Personal financial assessment, financial statements, estate planning and insurance information, future portfolio projections
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Goals & Life Event Scenarios

Scenario analysis for major life events and transactions, wealth strategy roadmap
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Tax Strategy & Planning

Tax efficiency analysis, tax aware investment strategies, gain and loss harvesting, related asset placement
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Insurance Assessment & Risk Management

Policy gap analysis, income replacement and lifestyle maintenance for unforeseen events, collaboration with insurance professionals
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Lifestyle
Services

Lending alternatives, cybersecurity protocols, health and wellness resources, management of planning services
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Family
Governance

Family Mission Statement, family meetings, conflict resolution, next-generation education, guidance for liquidity events
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Estate
Planning

Wealth transfer, estate and gift tax projections, alternative planning solutions, estate liquidity insurance
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Philanthropy &
Legacy Strategies

Charitable gifting strategies and guidance for advanced charitable giving

HOW CAN WE FURTHER YOUR MISSION?

We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.

LET'S TALK

ATLANTA  |  CHARLOTTE  |  DALLAS  |  LEXINGTON  |  NASHVILLE  |  TAMPA

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Edge Capital Group

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

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  • © 2023 Edge Capital Group.
  • © 2023 Edge Capital Group.
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You can now find 
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!

Go to SCS Financial
Client Access