Middlebrook Wealth Information

Middlebrook Wealth is a Wealth Management company who serves high net worth individuals, businesses, and their families. While other firms approach their clients as numbers, we view our clients as real people who have financial goals - and we are there to help them reach their goals through proactive planning, communication, and allowing them to be as involved as they’d like to be. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Middlebrook Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Middlebrook Wealth unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.