WealthEdge

Tom Watts has an impressive background that includes more than 30 years’ experience in investment analysis and portfolio management; holding multiple designations, such as the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), and CERTIFIED FINANCIAL PLANNER™ (CFP®).

But, most importantly, Tom understands and shares our passion of helping people meet and exceed their financial goals. Through firsthand experience, Tom appreciates how difficult it is to navigate through tough financial situations and he prides himself on offering unique solutions to help. His expertise is certainly a welcomed addition to our extraordinary team – but his compassion and drive are his greatest attributes.

It takes an entire team to keep a boat steadily on course. Each member of that crew works together in unison toward a common goal – getting the boat across the finish line. And just like a dedicated crew team, the professionals at WealthEdge® take pride in how well they collaborate and work together to find solutions for our clients’ unique financial needs.

We are happy to announce the addition of Tom Watts to our team. As Mark Salerno and Fahad Hasan discuss – Tom brings a depth of knowledge and offers a variety of unique investing options that go hand-in-hand with the exemplary service our Investment Team already provides.

We are excited to have Tom beside us, working in unison, to help you reach your financial goals.

We, at WealthEdge, value the relationships we’ve built with our clients over the years. And like all relationships, it doesn’t happen overnight. It takes trust, time and dedication to establish, foster and support these connections. As founder Jerry Addeo explains, this “Relationship Management” is integral to our business model as one of our four core Wealth Management pillars, along with Tax & Accounting, Financial Planning, and Investment Management.

We are pleased to announce our latest campaign, “Client Showcase”. In the coming Newsletters, we will showcase one of our clients and their unique way of doing business. We are proud to partner with these visionaries and entrepreneurs who go above and beyond the usual call of business every day.

Additionally, we will share these businesses among all of our clients as part of our Thanksgiving appreciation gesture.

We are excited to share their stories.

Who you work with matters. Having a team of the right professionals not only helps you, it helps the other professional partners that you do business with. WealthEdge® can put all the necessary pieces together to save you time and money, but most importantly, to help you easily achieve your goals.

We welcome the opportunity to join YOUR team to help you design, implement and maintain a comprehensive End of Life Plan. After all, the right team working together gets winning results.

Sometimes, if you want something done right, you just have to do it yourself.

Professional partners should be just that – partners; working both WITH you and FOR you. When our client, Betty Lander, came to us frustrated with the service she received from outside partners, we could have just shrugged our shoulders. BUT WE DIDN’T.

We understand that their shortcomings are OUR opportunities. We listened, we implemented a plan, we designed a solution and we maintain that solution every day. We pride ourselves on our client service and our ability to go above and beyond to offer solutions that work for them.

“Most people miss opportunity because it is dressed in overalls and looks like work.” – Thomas Edison.

We don’t shy away from hard work – we welcome it.

So if your professional partners continually miss their opportunity, consider having a team that works together to break away, shoot and score.