Address : 99 Park Avenue, New York, United States
Phone Number : +1(212) 687-3600
Industries : Financial Services, Investment Management, Accounting
Website : wealthedge.com
Company Description
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH.Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services.We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.
Specialities
- Financial Planning
- Investment Management
- Tax Planning
- Financial Services
- Wealth Management
- Accounting
- Preparation
Financial
Employees Total : 19
Miscellaneous
Founded in : 1985
Linkedin : wealthedge-advisors
Tech : MailChimp SPF
Retargeting : Google Dynamic Remarketing
Security : McAfee
Widgets : Facebook Widget
Retargeting : Google Remarketing
Analytics and Tracking : Google Analytics
Last Updated : 2023-12-07
Employees
- Eleanor Levito ( Business Management Services )
- Michaelle Antoine ( Financial Planner Associate )
- Patricia Zapata ( Senior Accountant )
- Mary Burke ( Communications Liaison )
- Francis Secoquian ( Junior Accountant )
- Liam Hibbits ( Investment Associate )
Alumni
- Jin Ahn ( Accounting/Tax Intern )
- Michael Yakubov ( Accounting & Tax Intern )
- Julius Arroyo ( Financial Planning Intern )
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