WealthEdge? Advisors

Doing the right thing is rarely doing the easy thing. We pride ourselves on going the extra mile in helping you navigate the many financial opportunities before you. As Bhav Basnet, CPA explains, when new opportunities emerge, like regulatory updates or new programs, we don’t wait for our clients to come to us. We proactively identify those who can benefit and reach out directly, offering clear guidance to ensure that no one is left behind. KNOWING something is easy part. DOING something about it – well that takes a level of dedication and genuine interest rarely seen. WealthEdge? is there for you to bridge that gap between knowing and doing.

Whether in sports or business, every team member drives success. In our latest video, Jerry Addeo shares his confidence in the WealthEdge? team—a dedication woven into the company's fabric, bridging the gap between knowing and doing.

WealthEdge? understands that every financial decision has tax consequences. Our business model aligns all three personal financial professions – tax, investment advisory and financial planning – under one roof to deliver exemplary client service to you. We believe in the power of communication – not only to you, but to our colleagues. We communicate in real time to each other, making sure that every financial decision is aligned to your financial goals – while minimizing your tax burdens and keeping with your financial plan. As Fahad Hasan, CFA states, to some, that level of service is an extra step, but to us, it is our duty.

If we had to choose one word to describe Stan Kagan, CPA, Director of Taxation, it would be PASSIONATE. As Stan describes, his passion drives him in every aspect of his life – from parenting to professional, and even to recreational. Stan puts this methodical passion to work every day for our clients – helping them navigate the complexities of the tax code to mitigate their tax obligations. …And he can tie a mean knot as well.

We are happy to welcome Enri Dama, Managing Partner, to our WealthEdge? family.?Enri brings a unique skill set for discovering alternative investments that balance calculated risk with earned rewards.?Enri has an extensive background in Finance, following in his mother’s footsteps.?He learned early on that although money can provide a better life, it should never be at the expense of integrity and honesty. Enri believes that clients are more than just numbers.?He sees the human side to each account – and understands that they represent goals, ambitions and hopes for future generations.?It is with that deep understanding that he is willing to go the extra mile to find unique solutions in broad market strategies and alternatives to offer clients optimal results.

Change is sometimes difficult, but it is always necessary. As Jerry Addeo and Stan Kagan, CPA explain, when it comes to personnel, making those necessary changes only makes the overall team stronger. Keeping a team aligned with our core ideals allows us to remain committed to providing exemplary client service – which is what we at WealthEdge? are all about.

When most people think of their top expenses, they look to their budget – rent, mortgage, food, utilities. Very few realize that their top expense, year after year, is taxes. As Stan Kagan, CPA, WealthEdge? sets itself apart by looking at ways to mitigate our clients’ tax burden. Where most financial professionals look at capital gains and portfolio performance, we go further to find investments and strategies that grow with a tax sensitivity – helping you keep more of your hard-earned money working for you and not for Uncle Sam.

“The call of fatherhood is in fact a call of sacrifice, not in some heroic sense where a father is lifted high on some glowing pedestal with all of his sacrifices held up to the awe of those around him. Rather, it is a call that will cost him all that he has, that will be absent of accolades, where rewards will be sparse, and where he will someday find himself having spent all, but in the spending have gained everything. And this is the glory of fatherhood.” ―?Craig D. Lounsbrough This weekend we will remember all the special men in our lives who have helped us in becoming who we are.?To our fathers, grandfathers, uncles, brothers and godfathers –?thank you for your love and support.?To those who still have these remarkable men with them, take the time to cherish them.?And for those who have passed, take the time to cherish their memories. Enjoy Patricia Zapata’s special memory of her grandfather and the influence he has made in her life. Happy Father’s Day!

As Graduation season marches on, we decided to ask a few members of our Investment Team what advice they would give their younger selves. Their responses were thoughtful and poignant. So to the graduating class of 2024, here’s some advice from our Investment team valedictorians….(and cue “Pomp and Circumstance”).

Change is scary and sometimes stressful, but the right financial strategy takes change into consideration and makes sure that your goals remain the focus. THAT dedication will never change.