Introduction WEALTHEDGE® ADVISORS LET'S PAINT YOUR
FINANCIAL PICTURE
We offer years of expertise regarding tax planning, financial planning and investment advisory with a distinct sensitivity to all tax implications for every financial decision. But, more than that, we encourage a dialog that is ESSENTIAL to our relationship with our clients regarding their wealth acquisition, protection, and transfer. SERVICES
2 WEALTHEDGE® ADVISORS WE STRIVE TO KEEP
ALL COMPONENTS OF
WEALTH MANAGEMENT
ON TARGET
WealthEdge is an INDEPENDENT financial advisory group. As a fiduciary, we put our client’s needs before our own. Our team of professionals can integrate each aspect of your Wealth Management – (Business Planning, Tax & Accounting, Financial Planning, Investment Advisory and Relationship Management), so you can trust that our strategies are designed to keep YOUR best interests in mind. Because TRUST is the foundation for every strong relationship. WealthEdge is an INDEPENDENT financial advisory group. As a fiduciary, we put our client’s needs before our own. Our team of professionals can integrate each aspect of your Wealth Management – (Business Planning, Tax & Accounting, Financial Planning, Investment Advisory and Relationship Management), so you can trust that our strategies are designed to keep YOUR best interests in mind. Because TRUST is the foundation for every strong relationship.
Tax BUSINESS PLANNING SERVICES TAX & ACCOUNTING
We are tax preparation experts – excelling in preparing federal and state taxes for both personal and business clients. Our history is in taxes; so we always consider the tax consequences to EVERY financial transaction. We will strive to find ways to reduce your tax bill – above and beyond the standard tax compliance and tax return preparation. We also prepare gift, trust and estate returns, along with audit representation. Our accounting services are unparalleled – offering consulting, financial reporting and bookkeeping services for our many business clients.
Financial Life Planning BUSINESS PLANNING SERVICES FINANCIAL LIFE
PLANNING
Our financial advisors at
WealthEdge® are truly exceptional.
We don’t just look at one aspect of your life and how that impacts your financial plan. We take an essential and necessary “step back” to see the bigger picture of your overall needs. We evaluate and establish an evolving organic financial plan that addresses the unique situations of your life. Exceptional financial planners take on many roles. They are counselors, cheerleaders, educators, therapists, financiers, legal aides, organizers, accountants, researchers and trusted advisors – for every one of their clients. They fully understand each client’s unique situation through a relationship built on confidence and mutual trust. FINANCIAL LIFE
PLANNING
Exceptional financial planners take on many roles. They are counselors, cheerleaders, educators, therapists, financiers, legal aides, organizers, accountants, researchers and trusted advisors – for every one of their clients. They fully understand each client’s unique situation through a relationship built on confidence and mutual trust.
Investments BUSINESS PLANNING SERVICES INVESTMENT ADVISORY
& MANAGEMENT
Our financial advisors at
WealthEdge® are truly exceptional.
Our Investing services are guided by three main principles: full transparency, unbiased & objective advice, and cost/tax effectiveness. We start every investment relationship with a conversation discovering the purpose of YOUR money – by defining what wealth means to you and revealing the means to help you gain financial independence. We give clear explanations, without financial jargon, to determine how much risk you can handle in your investment “comfort zone” ; giving you peace of mind – even with market volatility. But, most importantly, we establish a long-term collaborative relationship by conducting periodic review meetings and encouraging YOUR FEEDBACK. Afterall, it is YOUR financial journey; we are just helping you along the way.
Tax Brochure BUSINESS PLANNING SERVICES TAX PLANNING
& ACCOUNTING
We provide personalized attention to the needs of our clients by delivering comprehensive and thorough accounting and tax services.
Tax Services BUSINESS PLANNING SERVICES TAX SERVICES TAX PLANNING
Proactively analyze and collaborate with all of your advisors to plan for tax consequences on all financial transactions
Find ways to help reduce your tax bill – above and beyond tax compliance & tax return preparation
Prepare tax projections & estimated tax payments
Tax planning consultations
Business Succession Planning

BUSINESS TAX PREPARATION
Prepare federal, state and local tax returns
Prepare payroll tax returns
Sales Tax Preparation

OTHER TAX SERVICES
Prepare gift and trust returns
Audit representation
Tax 3 BUSINESS PLANNING SERVICES ACCOUNTING SERVICES CONSULTING
Business entity selection and entity set-up
Business acquisition and succession planning
Financing assistance (document preparation & bank negotiation)

FINANCIAL REPORTING
Financial statement preparation and analysis
Implement, monitor and upgrade your accounting system

BOOKEEPING
Bill Paying
Payroll processing and compliance services as ongoing maintenance
Offer integrated HR services
Prepare and file Form 941, NYS-4S, MTA-305, 940
Prepare and file Form 1099-MISC
ACCOUNTING SERVICES CONSULTING
Business entity selection and entity set-up
Business acquisition and succession planning
Financing assistance (document preparation & bank negotiation)

FINANCIAL REPORTING
Financial statement preparation and analysis
Implement, monitor and upgrade your accounting system

BOOKEEPING
Bill Paying
Payroll processing and compliance services as ongoing maintenance
Offer integrated HR services
Prepare and file Form 941, NYS-4S, MTA-305, 940
Prepare and file Form 1099-MISC

Small Business Strategic Planning & Management Services

Entity Structure Formation
Accounting Services (Compliance, Payroll and HR Services)
Tax Planning (including Retirement Planning Strategies & Investment Management)
Succession Planning
Asset Management

Small Business Strategic Planning & Management Services

Entity Structure Formation
Accounting Services (Compliance, Payroll and HR Services)
Tax Planning (including Retirement Planning Strategies & Investment Management)
Succession Planning
Asset Management
BUSINESS PLANNING SERVICES
Personal Planning Brochure BUSINESS PLANNING SERVICES PERSONAL
PLANNING SERVICES

Family Office Style Financial Life Planning

Exceptional Financial Planners deal with so much more than finances. They are true “family office” managers who counsel on the many life changes that impact your unique financial journey.

They specialize in YOU, not your investments.
Personal Life Planning PERSONAL PLANNING SERVICES FINANCIAL LIFE
PLANNING
Our financial advisors at
WealthEdge® are truly exceptional.
Some of the situations where we offer guidance include:
Personal Relationship Changes – marriage, birth of a child, divorce, beneficiary changes, etc.
Familial Changes – retirement, education savings, long-term planning for children with special needs, buying a home, elder care, inheritance issues, long-term nursing facility care, etc.
Estate and Succession Planning – assess your estate planning needs by establishing a working relationship with attorneys regarding the necessary legal & financial matters for estate plans, succession plans, multi-generational wealth transfer, etc.
We, at WealthEdge, feel that the term Financial Planning only scratches the surface. After all, it is not about your finances, it is about your financial LIFE. It is about understanding that decisions you make can DIRECTLY impact your financial life. We don’t PLAN for you; we GUIDE you through the unique situations of your life as a collaborative partnership by providing objectivity; helping to lessen emotional responses in decision-making with clear impartial guidance and advice. We, at WealthEdge, feel that the term Financial Planning only scratches the surface. After all, it is not about your finances, it is about your financial LIFE. It is about understanding that decisions you make can DIRECTLY impact your financial life. We don’t PLAN for you; we GUIDE you through the unique situations of your life as a collaborative partnership by providing objectivity; helping to lessen emotional responses in decision-making with clear impartial guidance and advice.

Some of the situations where we offer guidance include:

Personal Relationship Changes – marriage, birth of a child, divorce, beneficiary changes, etc.
Familial Changes – retirement, education savings, long-term planning for children with special needs, buying a home, elder care, inheritance issues, long-term nursing facility care, etc.
Estate and Succession Planning – assess your estate planning needs by establishing a working relationship with attorneys regarding the necessary legal & financial matters for estate plans, succession plans, multi-generational wealth transfer, etc.
Stan PP PERSONAL PLANNING SERVICES We have set a high-bar for what a
true Financial LIFE Advisor should be.
Our financial advisors at
WealthEdge® are truly exceptional.

Some of the situations where we offer guidance include:

Personal Relationship Changes – marriage, birth of a child, divorce, beneficiary changes, etc.
Familial Changes – retirement, education savings, long-term planning for children with special needs, buying a home, elder care, inheritance issues, long-term nursing facility care, etc.
Estate and Succession Planning – assess your estate planning needs by establishing a working relationship with attorneys regarding the necessary legal & financial matters for estate plans, succession plans, multi-generational wealth transfer, etc.
Personal Wealth Strategies – protecting wealth through proper risk management strategies based on your specific needs, allowing your money to work for you with detailed, evolving investment portfolio strategies, tax preparation and planning, savings, debt management, etc.

Personal Income Tax Preparation– prepare federal, state and local tax returns, review prior years’ tax returns and amend when tax savings are identified.
These topics only scratch the surface – each client brings unique situations that require a thoughtful, educated conversation, leading to in-depth collaborative solutions. Financial Life Guidance is an on-going endeavor where the frequency of our interaction can vary based on what is happening in YOUR life. As certain situations arise, quarterly correspondence may be inadequate – at times, monthly or even weekly conversations are necessary to provide proper advice and guidance. Life is a constant adaptation and your financial life plan should be as well.
Personal Wealth Strategies – protecting wealth through proper risk management strategies based on your specific needs, allowing your money to work for you with detailed, evolving investment portfolio strategies, tax preparation and planning, savings, debt management, etc.

Personal Income Tax Preparation– prepare federal, state and local tax returns, review prior years’ tax returns and amend when tax savings are identified.

These topics only scratch the surface – each client brings unique situations that require a thoughtful, educated conversation, leading to in-depth collaborative solutions.

Financial Life Guidance is an on-going endeavor where the frequency of our interaction can vary based on what is happening in YOUR life. As certain situations arise, quarterly correspondence may be inadequate – at times, monthly or even weekly conversations are necessary to provide proper advice and guidance. Life is a constant adaptation and your financial life plan should be as well.
Investment Brochure BUSINESS PLANNING SERVICES INVESTMENT ADVISORY
& MANAGEMENT
WealthEdge® Asset Management develops portfolio strategies and implements investment vehicles which integrate with our clients’ overall tax and financial plan. INVESTMENT ADVISORY
& MANAGEMENT

How are we different?


We are privately owned and independent from any other financial institution; therefore, our primary responsibility is to you and your family. As a boutique shop, you will not get “lost in the shuffle”. We know our clients – we know their needs, we know their journey. We have a customized process where we truly listen. We then select an investment model based on those unique conversations.

Unlike many other financial “advisors” who just focus on one or two areas (i.e. investments or insurance), we will address the FULL SPECTRUM of your financial needs. We will look at and evaluate financial trends, we won’t give “trendy” advice. Whether you engage us for all of our services or just one, we will always consider your entire financial picture and collaborate with other advisors that you may have. There are no barriers or egos when it comes to your financial needs. We will look at all angles and work with your team, along-side our own.

Furthermore, we take a customized forensic approach to wealth management, taking a “deep dive” into your finances and evaluating them from many different angles. Our team members seek to leave no stones unturned. At WealthEdge®, we cover all the bases and make sure we spot all potential problems and opportunities.
BUSINESS PLANNING SERVICES WealthEdge® Asset Management develops portfolio strategies and implements investment vehicles which integrate with our clients’ overall tax and financial plan.

How are we different?
We are privately owned and independent from any other financial institution; therefore, our primary responsibility is to you and your family. As a boutique shop, you will not get “lost in the shuffle”. We know our clients – we know their needs, we know their journey. We then select an investment model based on those unique conversations.

Unlike many other financial “advisors” who just focus on one or two areas (i.e. investments or insurance), we will address the FULL SPECTRUM of your financial needs. We will look at and evaluate financial trends, we won’t give “trendy” advice. Whether you engage us for all of our services or just one, we will always consider your entire financial picture and collaborate with other advisors that you may have. There are no barriers or egos when it comes to your financial needs. We will look at all angles and work with your team, along-side our own.

Furthermore, we take a customized forensic approach to wealth management, taking a “deep dive” into your finances and evaluating them from many different angles. Our team members seek to leave no stones unturned. At WealthEdge®, we cover all the bases and make sure we spot all potential problems and opportunities.
Fix the roof Our Investing services are guided by three main principles:
• Full Transparency
• Unbiased Objective Advice
• Cost Effective & Tax Efficient
Our Investing services are guided by three main principles:
• Full Transparency
• Unbiased Objective Advice
• Cost Effective & Tax Efficient
Review ALL investment accounts for our clients, whether we directly manage that account or not.

Start with a conversation regarding the purpose of your money.

Evaluate and analyze your current holdings and give a clear explanation of our findings without confusing “financial jargon”.

Develop a unique investment strategy based on your personal goals and risk tolerance.

Determine how much risk you can handle to establish an investment comfort zone – giving you peace of mind – even with market volatility.

Take into account ANY and ALL Tax IMPLICATIONS.

Perform periodic stress tests to determine how your portfolio would fare in various market conditions.

Establish a long-term collaborative relationship by conducting periodic review meetings and phone calls – ENCOURAGING YOUR FEEDBACK.
Our Investing services are guided by three main principles:
• Full Transparency
• Unbiased Objective Advice
• Cost Effective & Tax Efficient

Review ALL investment accounts for our clients, whether we directly manage that account or not.

Start with a conversation regarding the purpose of your money.

Evaluate and analyze your current holdings and give a clear explanation of our findings without confusing “financial jargon”.

Develop a unique investment strategy based on your personal goals and risk tolerance.

Determine how much risk you can handle to establish an investment comfort zone – giving you peace of mind – even with market volatility.

Take into account ANY and ALL Tax IMPLICATIONS.

Perform periodic stress tests to determine how your portfolio would fare in various market conditions.

Establish a long-term collaborative relationship by conducting periodic review meetings and phone calls – ENCOURAGING YOUR FEEDBACK.
THE TALK WEALTHEDGE® ADVISORS SOUNDCHECK BY WEALTHEDGE®
Only 17 states require schools to offer some form of personal finance education. It’s no wonder that most young adults can’t balance a checkbook or create and keep a budget.

…And the fact that money is often a taboo subject at home only compounds the problem. We talk to our kids about sex and drugs, but not about how to make sound financial decisions.

It is imperative to teach our kids basic financial concepts and basic tax terms - not only to learn more about finance, but to avoid falling victim to unscrupulous financial professionals.

Teach young children the importance of saving and delaying impulsive purchases – keep the concepts simple. Teach them that money has value and that it is FINITE. In a world of instantaneous response, delayed gratification is an essential lesson to learn.

As your adult children exit their college years, they will begin their own financial journey. Currently, more and more parents are supporting their adult children hindering their ability for financial independence. Start having them pay for their own way – not as a punishment, but as an opportunity to grow. Take them off of shared credit cards, or have them pay their own cell phone bill or insure their own car. Discuss more complex ideas – such as the stock market, retirement plans and taxes. Don’t just do things FOR them – work WITH them.
Let’s face it – we will not be here forever to hold their hand. Help them now to walk on their own two feet.

If you are still uncomfortable having this conversation, consider trying SoundCheck – our new program for young professionals, ages 25 to 35, to gain financial accountability. We will help them create budgets and net worth statements and define their short and long term goals. We will show them that there are three components to wealth management – acquiring wealth, transferring wealth and protecting wealth – and suggest the best ways that they can cover all three. BUT MOST IMPORTANTLY, WE ARE AN IMPARTIAL THIRD PARTY WHO WILL NOT JUDGE. We will work WITH them; teaching the skills and terms they need to become a true financial partner.

You’ve passed on your eye and hair color. You’ve passed on your familial values and history. Now, pass on your financial literacy. They will thank you for it.

Only 17 states require schools to offer some form of personal finance education. It’s no wonder that most young adults can’t balance a checkbook or create and keep a budget.

…And the fact that money is often a taboo subject at home only compounds the problem. We talk to our kids about sex and drugs, but not about how to make sound financial decisions.

It is imperative to teach our kids basic financial concepts and basic tax terms - not only to learn more about finance, but to avoid falling victim to unscrupulous financial professionals.

Teach young children the importance of saving and delaying impulsive purchases – keep the concepts simple. Teach them that money has value and that it is FINITE. In a world of instantaneous response, delayed gratification is an essential lesson to learn.

As your adult children exit their college years, they will begin their own financial journey. Currently, more and more parents are supporting their adult children hindering their ability for financial independence. Start having them pay for their own way – not as a punishment, but as an opportunity to grow. Take them off of shared credit cards, or have them pay their own cell phone bill or insure their own car. Discuss more complex ideas – such as the stock market, retirement plans and taxes. Don’t just do things FOR them – work WITH them.

Let’s face it – we will not be here forever to hold their hand. Help them now to walk on their own two feet.

If you are still uncomfortable having this conversation, consider trying SoundCheck – our new program for young professionals, ages 25 to 35, to gain financial accountability. We will help them create budgets and net worth statements and define their short and long term goals. We will show them that there are three components to wealth management – acquiring wealth, transferring wealth and protecting wealth – and suggest the best ways that they can cover all three. BUT MOST IMPORTANTLY, WE ARE AN IMPARTIAL THIRD PARTY WHO WILL NOT JUDGE. We will work WITH them; teaching the skills and terms they need to become a true financial partner.

You’ve passed on your eye and hair color. You’ve passed on your familial values and history. Now, pass on your financial literacy. They will thank you for it.
do you remember the talk?
THE TALK2 WEALTHEDGE® ADVISORS “Although no one can go back
and make a brand new start,
anyone can start from now
and make a brand new ending.”
-Carl Bard
For us, it’s all about YOU – THE CLIENT: YOUR NEEDS, YOUR GOALS, YOUR JOURNEY.

WealthEdge® is comprised of a highly knowledgeable team of financial planning, tax and investment professionals that gets results. We understand that although our clients all have unique financial situations, their destination is essentially the same – financial independence. We will align our strategies with you; creating a personalized plan that encompasses ALL of your needs and yields results.

We’ve learned a lot about people through the years. We understand the hesitation that people have regarding their finances. Often times, they feel overwhelmed with the financial jargon or they feel like they can just do it alone. Let us help you work through the terminology with straight-forward discussion. Let us show you that with some help from us, you can be ready to make financial decisions with an expert team behind you every step of the way.
Let’s face it – we will not be here forever to hold their hand. Help them now to walk on their own two feet.

If you are still uncomfortable having this conversation, consider trying SoundCheck – our new program for young professionals, ages 25 to 35, to gain financial accountability. We will help them create budgets and net worth statements and define their short and long term goals. We will show them that there are three components to wealth management – acquiring wealth, transferring wealth and protecting wealth – and suggest the best ways that they can cover all three. But most importantly, we are an impartial third party who will not judge. We will work WITH them to learn the skills and terms they need to become a true financial partner.

You’ve passed on your eye and hair color. You’ve passed on your familial values and history. Now, pass on your financial literacy. They will thank you for it.

Only 17 states require schools to offer some form of personal finance education. It’s no wonder that most young adults can’t balance a checkbook or create and keep a budget.

…And the fact that money is often a taboo subject at home only compounds the problem. We talk to our kids about sex and drugs, but not about how to make sound financial decisions.

It is imperative to teach our kids basic financial concepts and terms - not only to learn more about finance, but to avoid falling victim to unscrupulous financial professionals.

Teach young children the importance of saving and delaying impulsive purchases – keep the concepts simple. Teach them that money has value and that it is FINITE. In a world of instantaneous response, delayed gratification is an essential lesson to learn.

As your adult children exit their college years, they will begin their own financial journey. Currently, more and more parents are supporting their adult children hindering their ability for financial independence. Start having them pay for their own way – not as a punishment, but as an opportunity to grow. Take them off of shared credit cards, or have them pay their own cell phone bill or insure their own car. Discuss more complex ideas – such as the stock market, retirement plans and taxes. Don’t just do things FOR them – work WITH them.

“Although no one can go back
and make a brand new start,
anyone can start from now
and make a brand new ending.”

-Carl Bard