Stamford, CT Atlantic Street, 2nd Office

New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with family offices, foundations, trusts and other institutional clients. The firm provides a range of advisory services including wealth strategy and financial planning, discretionary and non-discretionary portfolio management, unified managed accounts and institutional consulting, and also advises on private pooled vehicles.

The firm emphasizes asset allocation and investor behavior as primary drivers of returns and tailors portfolios through its Private Wealth Advisers, combining independent managers, model strategies and proprietary NewEdge Investment Solutions. New Edge integrates third‑party model platforms (including SMArtX and Vise) and technology tools — including AI-assisted analytics — as supplements to adviser judgment, with human review and supervisory controls for AI output.

New Edge’s structure includes several affiliated businesses that affect how services are delivered: an affiliated broker‑dealer that can implement commission-based transactions and a trust company that can provide custody and trustee services. It also engages in less-common practices for multi-team firms — such as offering structured‑note strategies, accepting performance‑based fees in limited circumstances, managing private pooled vehicles, and making insurance products available through affiliated insurance agencies and licensed agents.