Business Details
Your Trusted Partner in Wealth Management
Edge Capital Partners is a fiduciary-first wealth management firm dedicated to aligning clients' financial strategies with their personal, generational, and philanthropic goals. Our interdisciplinary teams of experienced advisors provide customized solutions through investment management, wealth strategy, and family office services, prioritizing integrity, transparency, and deep analytical thinking. With a steadfast commitment to client-centric values, we collaborate with external professionals to simplify complex financial landscapes for ultra-high-net-worth individuals, families, and institutions. Our approach emphasizes stewardship, absolute transparency, and a servant's heart, ensuring clients' objectives remain central to every decision.Backed by decades of collective industry experience, we leverage advanced technology and independent research to deliver holistic financial guidance tailored to each client's unique ecosystem. Recognized through prestigious awards like Barron's Top RIA Firms and Forbes/Shook Research rankings, our reputation reflects our dedication to excellence and client trust. Headquartered in Boston with nationwide offices, we combine local market insights with global resources to preserve clients' legacies across generations.
Services
Investment Management
Wealth Strategy
Family Office Services
Portfolio Management
Financial Planning
Private Investments
Legacy Planning
Tax Advisory
Estate Planning
Risk Management
Highlights and features
- We are fiduciaries committed to putting your interests first.
- Our teams have decades of combined industry experience.
- We provide transparent, data-driven investment strategies.
- Our customized solutions integrate with your existing advisors.
- We maintain a servant-led approach to client relationships.
Services
Investment Management
Our investment management services create customized portfolios aligned with your risk tolerance and financial objectives. We employ multi-asset class strategies and continuous market analysis to optimize returns while maintaining strict fiduciary standards. This service benefits clients seeking sophisticated wealth growth solutions backed by independent research and proven methodologies.
Wealth Strategy
We develop comprehensive wealth strategies integrating tax planning, estate preservation, and intergenerational transfer solutions. Our approach combines detailed cash flow analysis with long-term visioning to ensure financial security across your lifetime. Clients receive personalized roadmaps that adapt to evolving personal and economic circumstances.
Family Office Services
Our family office solutions coordinate complex financial needs for multi-generational wealth preservation. We manage private investments, charitable giving strategies, and family governance structures to maintain continuity across generations. This service supports families in maintaining their financial legacy through specialized administrative and strategic support.
Private Investments
We provide access to exclusive private equity, real estate, and hedge fund opportunities through carefully curated partnerships. Our due diligence process evaluates each investment's risk-return profile against your portfolio objectives. This service enhances diversification while maintaining alignment with your overall wealth management strategy.
Estate Planning
Our estate planning specialists design tax-efficient strategies for asset distribution and legacy preservation. We coordinate with legal professionals to implement trusts, charitable vehicles, and succession plans tailored to your family's unique needs. This service ensures your wealth transfers seamlessly according to your wishes while minimizing tax liabilities.
People
Harry Jones
Managing Partner, Senior Wealth Advisor
Leading Edge Capital Partners's strategic direction, Harry brings extensive industry experience and a fiduciary-first philosophy to client relationships. He specializes in creating comprehensive wealth management solutions for high-net-worth families.
Elizabeth Mackie
Partner, Senior Wealth Advisor
Elizabeth combines CPA and CFP credentials to deliver integrated tax-efficient strategies. With over 20 years in wealth management, she focuses on multigenerational planning and complex estate preservation techniques for affluent clients.
Kendrick Mattox
Partner, Senior Wealth Advisor
As a CFA charterholder, Kendrick specializes in portfolio construction and risk management. He leads investment strategy development while ensuring alignment with clients' long-term financial objectives and ethical considerations.
Barrett Karvis
Chief Operating Officer
Barrett oversees firm operations and compliance, ensuring seamless service delivery. His background in financial regulation and business strategy supports the firm's commitment to fiduciary excellence and client protection.
Paul Robertson III
Partner, Senior Wealth Advisor
Paul provides strategic wealth planning for business owners and entrepreneurs. With expertise in liquidity events and succession planning, he helps clients transition wealth while maintaining family legacy objectives.
Questions
What services does Edge Capital Partners offer?
We provide investment management, wealth strategy, family office services, and legacy planning tailored to ultra-high-net-worth clients.
Are you legally required to act in my best interest?
Yes, as fiduciaries, we're legally obligated to prioritize your financial interests above all else.
How are your advisory teams structured?
Each client receives a dedicated interdisciplinary team selected based on their unique financial circumstances and goals.
Do you work with other financial professionals?
We collaborate with your existing tax, accounting, and insurance advisors to create comprehensive financial solutions.
What geographic areas do you serve?
We operate nationwide with offices in Atlanta, Boston, Charlotte, Dallas, and eight additional major metropolitan areas.
How are your fees structured?
We offer fee-only advice with transparent pricing models that align with your specific service requirements.
