Edge Capital Group


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.

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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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Lending alternatives, cybersecurity protocols, health and wellness resources, management of planning services
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Family Mission Statement, family meetings, conflict resolution, next-generation education, guidance for liquidity events
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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
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