Founded in 2020 by a team of former UBS advisors, New Edge Wealth is a Registered Investment Adviser (RIA) focused on delivering holistic wealth management solutions. The firm's mission is to provide sophisticated, institutional-level advice and access to a wide range of investment opportunities, including alternatives, while maintaining a client-centric, fiduciary approach. They emphasize a partnership model, aiming to help clients manage, grow, and preserve their wealth across generations.

Founded in

United States