Gerard P Addeo CPA

WealthEdge is a New York-based wealth management firm that offers clients a unique and comprehensive approach to financial planning. With a focus on providing real-world advice and empowering clients to make informed choices, WealthEdge helps individuals and businesses navigate the complexities of building, protecting, and distributing wealth. Through their team of experienced advisors and a range of services including financial planning, investment strategies, and tax planning, WealthEdge aims to bridge the gap between knowing and doing, ensuring optimal outcomes for their clients.

At WealthEdge, the philosophy is centered around the belief that there are no financial solutions, only financial options. By listening to each client's unique situation, defining their options, and explaining the consequences of each choice, WealthEdge helps individuals and businesses make sound financial decisions. With a commitment to delivering a personalized wealth management experience, WealthEdge sets itself apart by not only designing a plan but also implementing and maintaining it, ensuring that it continues to meet the client's evolving needs.

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