Welcome to the NewEdge Advisors team, Sage Capital Wealth Partners! At Sage Capital Wealth Partners, they focus on providing thoughtful wealth management and financial planning. Whether you need individual financial advice or broader institutional strategies, they tailor their services to meet the unique needs of each client, with a commitment to personalized attention and guidance. Their team-based approach to financial planning brings together a range of expertise that goes beyond what one person can offer. Clients come first, and they strive to understand your specific circumstances to create a plan that guides your financial journey. #NewEdgeAdvisors
关于我们
NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, LLC, Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, LLC and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/
- 网站
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https://www.newedgeadvisors.com
NewEdge Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New Orleans，LA
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Advisor Transitions、Client First Philosophy、Hybrid RIA、Super OSJ、Independence101、Large Enterprise、LPL Financial、Fidelity、Uncovering Myths of Independence、Practice Management、Advisor Networking、Advisor Education和Financial Planning
地点
NewEdge Advisors员工
动态
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We are proud to share that NewEdge Capital Group has risen to the #12 spot on the 2024 Forbes/SHOOK Research America's Top RIA Firms list! This marks our third consecutive year on the list, and this accomplishment is a true testament to the commitment, expertise, and trust our clients and partners place in us every day. A huge thank you to everyone who has played a part in this journey, from our dedicated teams across NewEdge to the clients who inspire us to aim higher every year. Read more about this year’s rankings: https://lnkd.in/eUXE7udu #NewEdgeAdvisors #Forbes *Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.
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That’s a wrap on AdvisorFirst 2024! What a fantastic journey it's been…and thank you for being a part of it. We’ll see you next year!?? #NewEdgeAdvisors # AdvisorFirst
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NewEdge Advisors has created an amazing experience in Ojai, CA! Susie McEuen and I are learning new things and meeting new people. Proud to represent Oak Street Funding - come talk with us today!
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Yesterday, we kicked off Day 1 of the 2024 AdvisorFirst Conference in beautiful Ojai! Here's a sneak peek of our opening reception. Stay tuned for more updates! #NewEdgeAdvisors #AdvisorFirst2024
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We’re excited to share that several members of the NewEdge team recently took part in the ATL Advisor Council. This regional event provided a great opportunity to exchange insights and build valuable connections within our industry. We're grateful for the meaningful conversations and look forward to many more in the future! #NewEdgeAdvisors
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Welcome to the NewEdge Advisors team Fortis Wealth Advisors! Founders and long-time colleagues Erik Linstrom, Ben Roth, Shawn Stanley, and Kris Cawthon—each with more than 20 years of industry experience—teamed up to launch Fortis Wealth Advisors, based in Dallas. At Fortis Wealth Advisors, they are dedicated to providing trustworthy and straightforward financial services. With a strong focus on stability and longevity, they are committed to guiding clients in preserving and growing their wealth for future generations. Their emphasis on honest advice, smart strategies, and building lasting relationships sets them apart in the industry. #NewEdgeAdvisors
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We are thrilled to see NewEdge Capital Group be awarded the #5 spot on Barron's 2024 Top 100 RIA Firms. Here’s to even greater heights in 2025! *Barron’s rankings awarded in September 2024 based on prior 12 month data.
We are beyond thrilled to announce that NewEdge Capital Group has climbed to the #5 spot on Barron's 2024 Top 100 RIA Firms list! This accolade reflects the dedication, hard work, and trust from our clients, partners, and teams across NewEdge Wealth and NewEdge Advisors. To be recognized as one of the Top 5 firms is an incredible achievement. Thank you to everyone who helped us reach this milestone and here's to an even brighter 2025 ahead! Read more about this year’s rankings: https://lnkd.in/e8P4G5gd #NewEdgeCapitalGroup #Barrons *Barron’s rankings awarded in September 2024 based on prior 12 month data.
2024 Top 100 RIA Firms
barrons.com
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We’re thrilled to announce that Neil Turner, Co-Founder and Co-CEO of NewEdge Advisors, has been named a finalist for RIA M&A Leader of the Year in ThinkAdvisor's 2024 Luminaries awards! Congratulations to Neil and the entire NewEdge Advisors team for this well-deserved recognition! Explore the full list of 2024 finalists here: https://lnkd.in/eAsH86XU #NewEdgeAdvisors
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