Wealth Management, Corporate Finance and Asset Management Services

WEALTH MANAGEMENT

Edge Advisors, LLC offers fee-only wealth management solutions to a select group of individuals, families, trusts, foundations, and institutions.

We evaluate investment solutions most appropriate for every client’s individual goals and objectives utilizing an un-biased approach. Clients benefit from our access to a broad range of investment opportunities with a focus on after-tax, after-fee returns.

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CORPORATE FINANCE

Edge Corporate Finance, LLC offers investment banking services to our entrepreneurial wealth management clients.

A registered broker-dealer with the U.S. Securities and Exchange Commission, and a member of FINRA and SIPC, we serve as a trusted source for merger and acquisition advice, capital raising and other select financial transactions.

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ASSET MANAGEMENT

Edge Asset Management, LLC is a private investment company that serves as the General Partner and Investment Manager of Edge Partners II, LP, an unregistered investment partnership available to accredited investors.

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News

10/20/2009

Edge Capital Partners, LLC Q4 2009 Outlook

Edge Capital Partners, LLC Q4 2009 Outlook is now available.
Please access the link below to review our report.
Q4 2009 Outlook

09/15/2009

Edge Capital Partners, LLC adds Senior Advisor

Roszell Mack III has joined Edge Capital Partners as a Senior Advisor with the Firm. Roszell will focus on wealth management and services for high net worth families, entrepreneurs, trusts and foundations. Bill Maner, a Partner of Edge Capital, said “Roszell’s significant experience in investments and finance make him a great addition to our team. We are also excited about our additional presence in the Northeast.”