Edison Wealth Management

Who We Are

Edison is an independent, fee-based wealth management firm providing financial planning and discretionary investment management advice that helps individuals, families, and trustees grow and create wealth. We are dedicated to helping our clients achieve their goals and make their money meaningful. Our philosophy is that wealth only becomes meaningful when it is directed to help achieve an individual's goals. Our role is to help our clients make their money meaningful by enabling them to give their wealth purpose and direction.

Our Approach

At Edison, we believe that we are not just financial advisors, but professionals who can help our clients navigate the complex financial landscape and make informed decisions about their wealth. We have brought together a team of experts in the fields of tax and investments, working together to ensure that our clients receive comprehensive and personalized advice. Our team is dedicated to staying up-to-date with the latest financial trends and regulations, ensuring that our clients receive the best possible service.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

• Financial Planning: Our financial planners will work with you to understand your financial goals and create a personalized plan to help you achieve them. This includes evaluating your financial situation, identifying areas for improvement, and creating a roadmap for your financial future.

• Investment Management: Our investment managers use a thorough and disciplined investment process to identify and select investment opportunities that align with your financial goals and risk tolerance. We offer a range of investment products and services, including discretionary investment management, investment advice, and portfolio construction.

• Sustainable Investing: We believe that investments should not only generate financial returns but also contribute to the betterment of society and the environment. Our sustainable investing approach combines traditional financial analysis with environmental, social, and governance (ESG) considerations to help our clients achieve their investment goals while supporting positive social and environmental change.

• Dispute Resolution: We understand that divorce and separation can be a challenging and emotional experience. Our team of experts in tax and financial planning can help you navigate these complex and often contentious situations, ensuring that you receive a fair settlement and protect your financial interests.

• Business Owners: As business owners, you face unique financial challenges. Our team can help you achieve your financial ambitions, create a sustainable exit strategy, and ensure the financial security of your family.

What Makes Us Different

At Edison, we pride ourselves on being independently owned and independently-minded, with only our clients' interests to look after. We are straight-talking and unpretentious, providing advice that is clear and to the point. Our culture of social responsibility is a founding principle, and we strive to make a positive impact in the communities we serve. We believe that our clients' success is our greatest reward, and we are committed to delivering exceptional service and results.