General Info

At Edge Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial goals hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Edge Wealth Management comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether you've spent a lifetime building wealth, in need of a financial plan, or manage your employees' retirement plans, you deserve to know you're on the right financial path. We're here to give you an EDGE.