As Principal at NewEdge Wealth, Jeremy works directly with ultra-high-net-worth individuals, families, business owners, and professionals nationwide to deliver personalized financial planning, estate review, investment services, sophisticated insurance strategies and...
As Partner, Justin joined NewEdge to launch the Family Office division where he works with ultra high net worth individuals and families to deliver solutions across a broad range of sophisticated needs including investments, wealth strategy, philanthropy, family...
As a Partner, Sarah works with her select clientele, guiding them through complex financial matters and providing comprehensive solutions. She brings over 15 years of experience to her role. Prior to joining NewEdge, Sarah was a Partner at Summit Trail and spent her...
Alex serves as Partner for NewEdge Family Office, where he provides strategic guidance to ultra high net worth clients, families, and institutions on complex financial and estate planning matters. Before joining NewEdge, he served as an Advisor as well as being the...