Edge First Wealth Partners

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Edge First Wealth Partners Aspire to a Work Optional Lifestyle? At PSE Wealth, We Believe Money Is a Tool. Not a Solution.

That's why we take a different approach to helping people like you find financial freedom. We have developed and refined a proprietary process called The Edge First FORMula. Our process integrates wealth management with risk and debt management, tax planning*, and charitable giving. The goal of our process is to take all the pieces of your financial puzzle and put them in place; with each plan and puzzle being unique.

10/23/2026

This one means something.

Edge First Wealth Partners was named the 2026 winner of the Abel Garcia Quality Award at Prospera’s Connect conference.

The award recognizes a thoughtful, intentional process for serving clients. And that is exactly what we have spent years building.

The goal at Edge First has always been bigger than managing money. It’s helping clients feel understood, reassured, and confident enough to enjoy the life they worked so hard to build.

That philosophy became our process. The process became part of our brand. And over time, it has shaped how we communicate, how we market, and even the book Casey wrote around the behavioral side of retirement.

So yes, we’re proud of this one.

It reflects years of refining how we serve clients, challenging ourselves to make the experience better, and building something that is distinctly Edge First.

We're also proud of the people who helped bring that vision to life and the team behind our team at Prospera.

2026 Abel Garcia Quality Award winner. A pretty great recognition of what we’ve been building at Edge First Wealth Partners!

10/20/2026

When Casey Pascuzzi, CWS® started his YouTube channel, he had about 12 subscribers. Today he’s approaching 5,500, with a library of only about 35 videos.

He didn’t get there by promoting every video he posted. He watches for organic traction first, and he used ChatGPT to help him build a decision tree for which videos deserve ad budget. AI doesn’t make the call for him, but it gives him a repeatable way to stop guessing.

He shared the full story on The Real , including:

Why he lets the audience give him a signal before he spends a dollar
How a decision tree keeps his promotion budget focused
How the client stories and analogies in his videos have helped shape his upcoming book, The Financial Puzzle: Why Having Enough Still Doesn’t Feel Like Enough and What to Do About It

Thank you to Tracy Shaw for nudging Casey to write it!

The best result wasn’t the subscriber count. It was a prospect walking into a meeting and saying, “I feel like I already know you.”

10/16/2026

Juggling isn’t Casey’s only talent, but it makes for some memorable videos.

At Prospera’s Connect annual conference this week in Dallas, Casey joined an advisor all-star panel along with Ari Baum and Laura Garfield and Sharon Gottula of Idea Decanter.

They shared the secrets to marketing success.

Want to know the biggest candid take-away from the panel? You can’t create video if you keep thinking about it. You've got to hit record!

10/14/2026

Roth conversions come up a lot in financial planning conversations. And one thing we see often is people starting with the question: “How much should I convert?”

But we think there’s a better question to ask first: Should you be converting at all?

An online calculator or quiz can run the numbers, but it doesn’t know your full financial picture. It doesn’t know how soon you may need the money, where your retirement income will come from, or whether charitable giving is part of your plan.

A Roth conversion can absolutely make sense in the right situation. But it can also create a large tax bill or add complexity you may not need. That’s why we believe the decision should start with context, not just a calculator.

Have you ever used an online financial tool that gave you a very clear answer to a not-so-simple question?

My book, The Financial Puzzle, is officially here.I wrote this book because I’ve seen the same tension show up again and...
10/06/2026

My book, The Financial Puzzle, is officially here.

I wrote this book because I’ve seen the same tension show up again and again over the years.

People spend decades doing the right things. They save, invest, plan, and build something meaningful. On paper, they may be in a strong position. But emotionally, they still wonder:

Do I really have enough?
And is it ok to actually use this money?

This book is about that gap between having the pieces and seeing the full picture.

Because the goal was never just to build wealth. The goal was to use it with clarity, confidence, and purpose.

The Financial Puzzle: Why Having Enough Still Doesn’t Feel Like Enough and How to Trust What You’ve Built is available now.

If you’ve ever wondered whether your money is truly aligned with the life you want to live, I hope this book gives you a new way to see the picture you’re building.

https://a.co/d/07eJvBQ4

10/01/2026

Something new is coming soon.

I’ve spent my career helping people answer one of the biggest questions money can create:

Do I really have enough?

But over time, I’ve realized the harder question often comes after that:

Can I actually spend what I’ve saved?

That question is at the heart of my new book, The Financial Puzzle: Why Having Enough Still Doesn’t Feel Like Enough and How to Trust What You’ve Built.

This book is about the gap between having the pieces and seeing the full picture. It’s about moving from uncertainty to clarity, from hesitation to action, and from simply building wealth to using it with purpose.

I’m excited to finally share the cover with you.

The Financial Puzzle is coming soon. October 6.

One of our clients spent years wanting to turn a spare room into a painting studio. Financially, it was never a question...
09/25/2026

One of our clients spent years wanting to turn a spare room into a painting studio. Financially, it was never a question. The plan supported it easily. 🎨

What took time wasn't the money. It was giving herself permission to spend on something that was just for her, after decades of putting everyone else first.

We see this more than people would expect. The number often isn't the real barrier. The belief that you're allowed to want something for yourself is.

If that sounds familiar, the plan probably already supports more of your life than you're currently letting yourself live.

Helping you put the pieces of your financial puzzle together to create a brighter future for you and your family.🧩

We've noticed something over the years. The clients who struggle most in retirement usually aren't the ones with the sma...
09/22/2026

We've noticed something over the years. The clients who struggle most in retirement usually aren't the ones with the smallest accounts. They're the ones who planned to leave work without planning what they were moving toward.

Retirement that's only defined by what you're escaping can start to feel empty pretty fast. 😕 The ones who thrive have somewhere to point themselves, a project, a purpose, a person, a place.

Our job isn't just to get you to the finish line of work. It's to help make sure there's something worth running toward on the other side.

Helping you put the pieces of your financial puzzle together to create a brighter future for you and your family.🧩

09/18/2026

Why is it so hard to spend money you’ve spent decades saving? 🤔💰

For 30 or 40 years, the message is pretty simple:

Save. Invest. Be responsible.

Then retirement comes along and suddenly you’re supposed to feel completely comfortable doing the opposite. That switch doesn’t always happen overnight.

Sometimes the numbers already say yes. The harder part is believing them.

🧩 A good financial plan can give you the confidence to take the trip, enjoy the experience, and actually use some of what you worked so hard to build.

▶️ Casey talks about that shift in this short video.

We hear a version of this often: "𝙄 𝙠𝙣𝙤𝙬 𝙄 𝙘𝙖𝙣 𝙖𝙛𝙛𝙤𝙧𝙙 𝙞𝙩. 𝙄 𝙨𝙩𝙞𝙡𝙡 𝙛𝙚𝙚𝙡 𝙜𝙪𝙞𝙡𝙩𝙮 𝙨𝙥𝙚𝙣𝙙𝙞𝙣𝙜 𝙞𝙩." 😅It makes sense when you thi...
09/17/2026

We hear a version of this often: "𝙄 𝙠𝙣𝙤𝙬 𝙄 𝙘𝙖𝙣 𝙖𝙛𝙛𝙤𝙧𝙙 𝙞𝙩. 𝙄 𝙨𝙩𝙞𝙡𝙡 𝙛𝙚𝙚𝙡 𝙜𝙪𝙞𝙡𝙩𝙮 𝙨𝙥𝙚𝙣𝙙𝙞𝙣𝙜 𝙞𝙩." 😅

It makes sense when you think about it. Most people spend decades building the habit of saving. Automatic contributions, disciplined budgets, resisting the urge to dip in. That habit served them well.

Then retirement asks them to do the opposite, and there's no muscle memory for that. A withdrawal can feel wrong even when the plan says it's exactly right.

That discomfort is normal. It's also something a good plan should help you work through, not just calculate around.

𝗛𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗽𝘂𝘁 𝘁𝗵𝗲 𝗽𝗶𝗲𝗰𝗲𝘀 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝘂𝘇𝘇𝗹𝗲 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘁𝗼 𝗰𝗿𝗲𝗮𝘁𝗲 𝗮 𝗯𝗿𝗶𝗴𝗵𝘁𝗲𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆.🧩

Address

5429 LBJ Freeway #750
Dallas, TX
75240

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+19725813039

Website

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