Strategic Edge Wealth Management LLC

we serve business owners, families, and individuals. our goal is to help you evaluate your overall financial picture and help you make decisions that can lead you toward achieving your goals. you can be assured that as independent, fee-based advisors, we will give you an unbiased perspective solely focused on what is right for you. financial plans are most successful when you receive highly personalized solutions. we strive to build long-lasting relationships through proactive personal service that both prepares you for, and responds to, every stage of life and every phase of your business. we use a goals-based approach that helps identify and prioritize your goals, brings together your resources, and then builds a road map toward achieving success. your plan will cover risk management, tax planning, retirement planning, investment planning, education planning, charitable giving, wealth transfer planning, and cash flow analysis. we will review the plan on a regular basis to help ensure