THE EWS TEAM
Jeremy G. Edge, CFP
Founder
Simon Goldin, CSLP
Wealth Management Advisor
Alberto Diaz Wild, CFA, MBA
Wealth Management Advisor
Ashlyn Hanlin
Client Service Coordinator
THE EWS MISSION
Our team believes that people who dedicate themselves to improving the lives of others should have access to trusted 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 and stewardship, we provide you the confidence and freedom to continue doing what you most enjoy.
You know what is important to you, your family, and your business; so, let us help make sure your financial decisions are aligned with your priorities and what you're working to accomplish.
WHAT'S MOST IMPORTANT
Before working with any financial professionals, it's important to get to know their values and to build a relationship.
To fulfill our mission in the highest regards, our team holds four core values above all else:
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TRUSTWORTHINESS
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TRANSPARENCY
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BEING PRINCIPLED
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DILIGENCE
Ask our team members individually what the core values mean to them!
OUR PROMISE
In alignment with our values, we promise our clients:
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An exceptional experience tailored to your needs
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Top-level service and prompt responsiveness
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Consistent and quality advice on an on-going basis
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Prioritizing your clarity and confidence in financial decision-making
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Transparency and trustworthiness