Edge Capital Partners

read moreAt Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge-an independent wealth management firm devoted exclusively to serving individuals, families, and institutions with substantial wealth by focusing on the combination of Investment Management, Advanced Financial Planning & Family Office Services, and Advisor Coordination to fully and completely take care of our clients.

read moreOur founding partners left top Wall Street investment firms in 2006 because they believed they discovered a better way to serve our clients as a fiduciary. Edge Capital was created to combine high touch service and sophisticated financial advice for clients with significant wealth. We provide comprehensive wealth management through custom-tailored investment portfolios, integrated with advanced financial planning and family office services supported by the coordination of our clients' other advisors.

read moreEdge takes a team-based approach to helping our clients RealizeMORE. Our more than thirty professionals have attended some of the nation's finest schools and have honed their judgment through years of experience. Our disciplined, diligent, and experienced team helps you attain your goals realistically and effectively. Edge prides itself on our loyal and knowledgeable staff. Our more than thirty professionals have attended some of the nation's finest schools and have honed their judgment through years of wealth management experience.

read moreWe are a Wealth Management firm offering comprehensive and tailored services while acting in our client's best interest as a fiduciary. It takes a team, so we communicate and coordinate with our clients' other trusted professionals and facilitate access to additional professionals, where needed, to ensure our clients' full financial lives are served. This team includes attorneys, accountants, insurance firms, lending specialists, and other financial experts (who may or may not currently work with a specific client) all coming together to help ensure that our clients are protected and that nothing slips through the cracks.