WealthEdge® Advisors
www.wealthedge.comWealthEdge® 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.
Read moreWealthEdge® 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.
Read moreCountry
State
New York
City (Headquarters)
New York City
Industry
Employees
11-50
Founded
1985
Estimated Revenue
$1 to $1,000,000
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Founder and Principal
Email ****** @****.comPhone (***) ****-****Director of Taxation
Email ****** @****.comPhone (***) ****-****Senior Accountant
Email ****** @****.comPhone (***) ****-****Senior Accountant
Email ****** @****.comPhone (***) ****-****