NewEdge Wealth - Lehigh Valley
Financial Consulting Allentown
Description
NewEdge Wealth is a boutique wealth management firm providing personalized financial planning, investment management, and family office services to high net worth and ultra high net worth individuals, families, and institutions. Backed by EdgeCo Holdings and led by seasoned professionals from firms like Morgan Stanley, JP Morgan, Merrill Lynch, and UBS, we combine deep industry expertise with advanced technology and concierge-level service. We specialize in multi-generational wealth, estate and tax strategies, private market investments, and liquidity events. We serve the complex needs of those seeking highly customized solutions, including entrepreneurs, corporate executives, athletes, entertainers, and private equity professionals.
Keywords Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Investment Advisory Services, Business Exit Advice, High-Net-Worth Individuals, Ultra-High-Net-Worth Families, Entrepreneur Exits, Corporate Exits, Retirement Planning, Multi-Generational Wealth Planning, Boutique Wealth Management, Tax-Aware Investing, Liquidity Events, Family Office, Alternative Investments, Private Equity.
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Financial Consulting(610)477-5422 (610)-477-5422 +16104775422
Map 4905 Tilghman Street
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