WealthEdge® Advisors

www.wealthedge.com

WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.

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WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

11-50

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Founded

1985

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founder and Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Taxation

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Accountant

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Accountant

    Email ****** @****.com
    Phone (***) ****-****

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