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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.

GA

Gerard Addeo

Founder & Principal

11 reports

WS

William S.

Co-Chief Investment Officer

3 reports

BBPhoto of Bhav Basnet

Bhav Basnet

Tax & Accounting

2 reports

MHPhoto of Michael Husain

Michael Husain

Senior VP Of Operations

1 report

MSPhoto of Mark Salerno

Mark Salerno

Financial Planning

1 report

Jobs at WealthEdge® Advisors

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