Strategic Edge Wealth Management LLC Information

We serve families, individuals, and business owners. We help you understand your complete financial picture and guide you toward financial peace of mind through comprehensive planning and strategic investment management. As independent, fee-based advisors, we will give you an unbiased perspective solely focused on what is right for you. We strive to build long-lasting relationships through proactive personal service that both prepares you for, and responds to, every stage of life and every phase of your business. Your financial plan will cover risk management, tax planning, retirement planning, investment planning, education planning, charitable giving, wealth transfer planning, and cash flow analysis. We will review it with you regularly to help ensure that you stay on track, especially in the midst of major changes, planned or unplanned. Please visit www.strategicedgewealth.com/why-strategic-edge/ to see our ADV brochure, which discusses our services and fees and provides important disclosure information,