A FRIENDLY AND MODERN APPROACH TO HOLISTIC

FINANCIAL PLANNING

FOR PHYSICIANS, BUSINESS OWNERS, INDIVIDUALS, AND FAMILIES
FINANCIAL
PLANNING

 

A fee-for-advice ongoing service that integrates six key areas: cash flow and debt management, investment planning, risk management planning, estate planning, tax reduction strategies, and retirement planning.

Let our team help you turn complexity into simplicity, and goals into accomplishments.

WEALTH
MANAGEMENT

 

We'll develop a customized investment strategy that aligns your wealth with your goals, vision, and purpose.

Whether you have goals for a child's education, a vacation home, retirement, or maybe something less specific, we're here to help you get there.

RISK MANAGEMENT

We advocate for you to reach new heights, and we're also there to help protect you along the way.

 

Risk management strategies are crucial to protect the longevity of financial wealth, for yourself, your family, and your business.

GET STARTED

The first steps in any level of engagement with our team are introductory and discovery conversations.

 

It's as important for you to understand our practice and process and it is for us to get to know you. We don't just want to know enough to transact business, we want to know what your vision is and what's truly important to you.

THE EWS MISSION

Our team believes that people who dedicate themselves to improving the lives of others should have access to experienced financial professionals that provide for them the same level of expertise, care, and attentiveness. It's our way of giving back.

With our friendly and modern approach to financial planning, our practice helps to both cultivate and sustain financial wealth. Through our relationship, advice, and stewardship, we provide you the confidence and freedom to continue doing what you most enjoy.

Get to know our team. You'll see how passionate we are about our work!

 
CONTACT US

OFFICE LOCATION

*meetings may be held digitally, in the office, or at our client's location of choosing

PITTSBURGH, PA

EDGE WEALTH STRATEGIES

SIX PPG PLACE, SUITE 600

PITTSBURGH, PA 15222

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN#202203-255219