WealthEdge® Advisors jobs and careers
New York, United States
About WealthEdge® Advisors
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.
- Founded
- 1985
- Employees
- 11 to 50
- Headquarters
- New York
Leadership
The top of WealthEdge® Advisors's org chart, with how many people report into each leader.
Gerard Addeo
Founder & Principal
11 reports
William S.
Co-Chief Investment Officer
3 reports
Bhav Basnet
Tax & Accounting
2 reports
Michael Husain
Senior VP Of Operations
1 report
Mark Salerno
Financial Planning
1 report
Jobs at WealthEdge® Advisors
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