THE EWS TEAM

JEREMY G. EDGE, CFP®, RICP®, CFBS

FINANCIAL PLANNER

CO-FOUNDER

MISSION, VALUES,

& OUR PROMISE

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.

EWS CORE VALUES

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:

  • TRUSTWORTHY

  • TRANSPARENT

  • PRINCIPLED

  • DILIGENT

Ask our team members individually what the core values mean to them!

THE EWS PROMISE

In alignment with our values, we promise our clients:

  • An exceptional experience tailored to your needs

  • Top-level service and prompt responsiveness

  • Consistent and quality advice on an on-going basis

  • Prioritizing your clarity and confidence in financial decision-making

  • Transparency and trustworthiness

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