OUR PROCESS

No matter your income, life stage, net worth, profession, or family size, everyone has a unique set of needs and preferences. At EWS, we accommodate at every level to help ensure a positive experience. Before recommending or implementing* any certain strategies or services, our team will prioritize making sure we best understand your situation and whether there would be value to you in our relationship.

To accomplish this, each of our services and introductions to clients follows an important process.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Check the background of your financial professional on FINRA's BrokerCheck.

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