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Firm History

Edge Wealth Management ("Edge") was founded by Matt Weinberg and Doug Spitz in the fall of 2006. We are a Registered Investment Advisor with the U.S. Securities and Exchange Commission. We use Charles Schwab as our primary custodian. Edge caters to a combination of high net worth investors, institutions and family offices meeting each of their different and unique financial needs and goals.  Our objective is to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth and tax efficiency.

Our philosophy at Edge demands extensive institutional and capital markets experience of our team. We have the investing expertise to be nimble and opportunistic, and to help identify potential pitfalls in the markets. We are not constrained by an asset allocation model or inflexible investment strategies. We have a team approach in laying out our investment process and strategy with a micro, sector and macro view on the markets and the economy.

As a wealth manager we also offer education, counsel and information about insurance and estate planning needs to our client base. These are important components of prudent long-term planning.

Given our capital markets experience and contacts, Edge has an extensive network of counterparties (such as boutique regional dealers and market makers) to access a variety of fixed income products at competitive prices. Using Charles Schwab as our custodian, our clients enjoy transparency and accessibility to funds. Schwab’s user friendly approach and web access allows clients to view e-confirms, holdings, market prices, history, cost basis, tax information and reporting.