@newedgewealth
Wealth management that comes with a wealth of knowledge.
@newedgewealth LinkedIn
@newedgewealth LinkedIn
@newedgewealth X
@newedgewealth X
@newedgewealth YouTube
@newedgewealth YouTube
@newedgewealth Apple Podcasts
@newedgewealth Apple Podcasts
@newedgewealth Spotify
@newedgewealth Spotify
Cameron Dawson | Wealth Management EDGE
Cameron Dawson | Wealth Management EDGE
At the midpoint of 2026, Cameron Dawson, Chief Investment Officer at NewEdge Wealth, noted that the U.S. economy has remained resilient despite repeated rece...
The Weekly Edge | The Hand That Feeds
The Weekly Edge | The Hand That Feeds
Equity and debt markets have recently been receptive to incremental capital raises, but from the strongest players.
CNBC Elite Advisors List
CNBC Elite Advisors List
CNBC's Robert Frank reports on the new CNBC Elite Advisor list.
NewEdge Named to Inaugural CNBC Elite Advisors List
NewEdge Named to Inaugural CNBC Elite Advisors List
NewEdge Capital Group announced today that it has been recognized on the inaugural CNBC Elite Advisors list.
Wealthmanagement.com | NewEdge's Approach to AI
Wealthmanagement.com | NewEdge's Approach to AI
NewEdge Advisors provides field teams with Anthropic's Claude for portfolio analysis, meeting prep and client prospecting
Website
Website
NewEdge Wealth can help simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.
Anneke Niemira on QSBS
Anneke Niemira on QSBS
At business breakfasts and investor lunches across the US, the topic du jour is a strategy pioneered in Silicon Valley to avoid paying taxes on billions of dollars of capital gains.
Media Appearances
Media Appearances
YouTube
YouTube
NewEdge Wealth is a boutique wealth management firm providing personalized financial planning, investment management, and family office services to high net worth and ultra high net worth individuals, families, and institutions. Backed by EdgeCo Holdings and led by seasoned professionals from firms like Morgan Stanley, JP Morgan, Merrill Lynch, and UBS, we combine deep industry expertise with advanced technology and concierge-level service. We specialize in multi-generational wealth, estate and tax strategies, private market investments, and liquidity events. We serve the complex needs of those seeking highly customized solutions, including entrepreneurs, corporate executives, athletes, entertainers, and private equity professionals.
Webinars
Webinars
Disclosures
Disclosures
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