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 Insurance & Estate Planning

 
 
 

At Edge Wealth Management, we can help you plan for the future and help you get a better understanding of your options. 

Estate planning is an area that focuses on you, your wealth, and how your assets are ultimately distributed to your heirs. There are many aspects, strategies, and tools to use during the planning process. No matter the size or makeup of your estate, we believe it is critically important to have your legal documents and financial affairs in order. Life insurance and other insurance products are just one of the financial strategies to consider. With the ever changing economic and tax landscape, it is often prudent to review your plan. 

Tree lined avenue with view of Chrysler building New York City
 
 

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the Edge Wealth Management’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Past performance does not guarantee future results. The receipt of personalized and tailored services, or the client’s access to financial or professional resources should not be construed as a guarantee of a particular outcome. The tax, insurance and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Readers, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.