Edge Wealth Management

At Edge Wealth Management, we adhere to a consistent investment philosophy that places a set of core beliefs at the heart of our successful investing strategy. Our objective is to prudently maximize investment returns with a focus on long-term growth and capital preservation. We believe in a strategic allocation of capital across asset classes and industries, capitalizing on prevailing opportunities in the ever-changing landscape. Our rigorous and disciplined fundamental analysis guides our investment process, offering a comprehensive review of the global macro environment and sector economics. Through extensive due diligence, we aim to identify sustainable cyclical and secular investment trends and allocate capital to industries with secular growth prospects. Our valuation methodology combines quantitative and absolute valuation tools, resulting in a low turnover methodology that minimizes taxes.

Investment Strategy

Our investment strategy leans on value and diversification, employing a unique blend of fixed income and equity products. At Edge Wealth Management, we understand the significance of income generation, growth, and tax efficiency in maximizing investment returns. Our process is designed to deliver peace of mind to our clients, as our firm's principals are invested alongside our clients. The Edge Client Experience encompasses extensive money management, sector allocation, security selection, and risk management skills utilized daily as part of our core investment process.

Our Team

*Matthew Weinberg, Co-Founder/Principal*

Matt co-founded Edge Wealth in 2006 and brings 20 years of institutional trading experience. Matt has held leadership roles at several large investment banks, such as Smith Barney, Prudential, and JP Morgan. He has also gained proprietary trading experience at Greenwich Arbitrage and was a principal at Guggenheim Capital Markets, a boutique investment bank and broker/dealer. Matt holds a degree from Brandeis University.

*Brett Rosen, Client Development, Insurance/Estate Planning*

Brett Rosen has spent over 30 years in the Life Insurance and Estate Planning industry and holds both CLU and AEP designations. Brett focuses on client relationship efforts at Edge Wealth and is a graduate of the University of Michigan.

*Ryan Babeuf, CFA, Market Strategist, Financial Advisor*

Ryan Babeuf is a Fordham University graduate with a degree in Finance and is a CFA Charterholder. He serves as a Market Strategist and Financial Advisor at Edge Wealth Management.

*Donald Bond, Senior Financial Advisor*

Donald Bond boasts a 30-year career in Institutional Capital Markets. He gained experience in the fixed income and structured products arena, with expertise in various aspects of the industry throughout his career.