WealthEdge

It takes an entire team to keep a boat steadily on course. Each member of that crew works together in unison toward a common goal – getting the boat across the finish line. And just like a dedicated crew team, the professionals at WealthEdge® take pride in how well they collaborate and work together to find solutions for our clients’ unique financial needs.

We are happy to announce the addition of Tom Watts to our team. As Mark Salerno and Fahad Hasan discuss – Tom brings a depth of knowledge and offers a variety of unique investing options that go hand-in-hand with the exemplary service our Investment Team already provides.

We are excited to have Tom beside us, working in unison, to help you reach your financial goals.

We, at WealthEdge, value the relationships we’ve built with our clients over the years. And like all relationships, it doesn’t happen overnight. It takes trust, time and dedication to establish, foster and support these connections. As founder Jerry Addeo explains, this “Relationship Management” is integral to our business model as one of our four core Wealth Management pillars, along with Tax & Accounting, Financial Planning, and Investment Management.

We are pleased to announce our latest campaign, “Client Showcase”. In the coming Newsletters, we will showcase one of our clients and their unique way of doing business. We are proud to partner with these visionaries and entrepreneurs who go above and beyond the usual call of business every day.

Additionally, we will share these businesses among all of our clients as part of our Thanksgiving appreciation gesture.

We are excited to share their stories.

Who you work with matters. Having a team of the right professionals not only helps you, it helps the other professional partners that you do business with. WealthEdge® can put all the necessary pieces together to save you time and money, but most importantly, to help you easily achieve your goals.

We welcome the opportunity to join YOUR team to help you design, implement and maintain a comprehensive End of Life Plan. After all, the right team working together gets winning results.