Business Details
20 Years
experience
Your Trusted Partner for Comprehensive Wealth Management
Founded in 2006, our mission has been to maximize investment returns while prioritizing income generation, growth, and tax efficiency. Our approach combines value-driven investing and diversification through a strategic mix of fixed income and equity products, tailored to each client's unique financial circumstances. With decades of institutional experience, our team of seasoned professionals applies extensive money management, sector allocation, and risk management skills daily to deliver peace of mind. We operate with transparency, ensuring our clients benefit from personalized service while understanding that past performance does not guarantee future results.Our principals invest alongside clients, reinforcing our commitment to shared success. We serve individuals seeking expert guidance in navigating complex capital markets, offering tailored strategies that adapt to evolving financial landscapes. Our expertise spans insurance, estate planning, and comprehensive wealth management, supported by a track record of delivering actionable insights through regular investment commentaries.
Services
Investment Management
Estate Planning
Insurance Services
Financial Advisory
Market Strategy
Details
- Year established: 2006
Highlights and features
- We offer 20+ years of institutional trading expertise from major investment banks.
- Our team includes CFA Charterholders and certified estate planning specialists.
- We invest alongside our clients, aligning our interests with client success.
- Our process combines value investing with rigorous risk management practices.
- We provide transparent communication about market opportunities and risks.
Services
Investment Management
Our investment management service combines value investing principles with diversified portfolio strategies tailored to individual financial goals. We utilize both fixed income and equity products to optimize returns while managing risk. With over 20 years of institutional experience, our team applies proven money management techniques to help clients achieve long-term financial objectives through disciplined sector allocation and security selection.
Estate Planning
Our estate planning solutions help clients preserve and transfer wealth efficiently through strategic insurance products and legal structures. We work closely with clients to develop customized plans that address tax implications and ensure proper asset distribution. Our team includes specialists with over 30 years of experience in life insurance and estate planning, providing comprehensive guidance for complex financial situations.
Financial Advisory
We offer personalized financial advisory services covering investment strategies, risk management, and long-term financial planning. Our advisors bring decades of institutional market experience to help clients navigate complex financial decisions. With expertise spanning corporate bond trading, capital markets, and portfolio management, we provide actionable insights tailored to each client's unique circumstances and financial objectives.
People
Matthew Weinberg
Co-Founder/Principal
Co-founded Edge Wealth in 2006 with 20 years of institutional trading experience from major investment banks including Smith Barney, Prudential, and JP Morgan. Graduated from Brandeis University in 1986.
Brett Rosen
Client Development, Insurance/Estate Planning
Over 30 years in life insurance and estate planning with CLU, AEP, and CPWA credentials. Focuses on client relationships and wealth transfer strategies. University of Michigan graduate.
Ryan Babeuf
Market Strategist, Financial Advisor
CFA Charterholder with finance degree from Fordham University. Specializes in market analysis and investment strategy development for high-net-worth clients.
Donald Bond
Senior Financial Advisor
30-year institutional capital markets veteran with expertise in fixed income and structured products. Former partner at R.W. Pressprich. Holds economics degrees from SUNY Brockport and UNC-Greensboro.
John Marx
Senior Financial Advisor
25-year corporate bond trading expert with experience at Morgan Stanley and other major firms. Graduated from Washington University in St. Louis with Tuck School MBA.
Questions
What investment approach does Edge Wealth use?
We employ a value-driven investment strategy combining fixed income and equity products with diversification principles. Our approach focuses on income generation, growth potential, and tax efficiency tailored to individual client needs.
What services does Edge Wealth offer?
We provide comprehensive wealth management services including investment management, estate planning, insurance solutions, financial advisory, and market strategy development tailored to individual client circumstances.
How experienced is the Edge Wealth team?
Our team collectively brings over 150 years of institutional financial experience, including former roles at major investment banks, with credentials like CFA Charterholder, CLU, AEP, and CPWA designations.
How does Edge Wealth work with clients?
We take a personalized approach, developing tailored strategies that consider each client's unique financial situation, goals, and risk tolerance while maintaining transparency about market opportunities and risks.
What makes Edge Wealth different from other firms?
Our principals invest alongside clients, we combine institutional market expertise with personalized service, and we maintain a disciplined approach to risk management while focusing on long-term wealth preservation.
