Our Services
We offer comprehensive wealth management services to help you pursue your financial goals. Our experienced advisors guide you through financial planning complexities with personalized solutions.
Financial Planning
We evaluate your financial situation, set objectives, and create plans aimed toward effective budgeting, saving, investing, and future planning.
Tax Planning
We help you navigate taxes with strategies to make the most of your retirement income, executive compensation, or investments. Our aim is to help you work towards minimizing your tax burden and help ensure accuracy.
Retirement Strategies
We assist in preparing for retirement by establishing a plan that seeks to provide a steady income stream, including savings, investment allocation, and pension management.
Trust & Estate Planning
We provide estate planning services and support to manage trusts to help ensure your assets are allocated according to your wishes.
Investment & Portfolio Management
We oversee your investment portfolio, selecting suitable assets and managing risks to with the goal of enhancing your returns, with continuous oversight and risk analysis.
Risk Management
We identify potential financial risks and provide strategies that aim to mitigate them, including insurance planning and asset protection, to safeguard your financial health.
Tax and legal services are not offered by NewEdge Advisors, LLC, Proxima Wealth Management, LPL Financial or affiliated advisors. You should consult your attorney or tax advisor for guidance on your specific legal or tax issues.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
