Edge Strategy Group

are you ready to leverage opportunities that will not only grow your wealth management business, but will also significantly improve the valuation of your company? at edge, we work with successful rias and large independent teams across the country that are seeking opportunities for meaningful expansion in today’s changing environment. whether it’s merger and acquisition, scaling your business, expanding geographically, increasing intellectual capital or starting long-term continuity planning for your business, we know how to achieve bold results through inorganic growth strategies. our insight and expertise — combined with our unique ability to execute the growth plans we recommend — will give you the edge you need to grow in ways that add the most value to your business, while bringing greater value to your clients. edge. bold opportunities. empowering insight.