NewEdge Wealth Aligned

NewEdge Wealth Aligned provides bespoke wealth management and family office solutions for founders, entrepreneurs, and high net worth and ultra high net worth families. Through our Aligned program, we go beyond traditional wealth management—helping families align their financial decisions with long-term goals, core values, and lasting legacy. Backed by EdgeCo Holdings and led by seasoned professionals from top firms, we deliver highly customized strategies across estate and tax planning, private investments, liquidity events, and family governance—supported by advanced technology and concierge-level service.