STAMFORD, CT–(BUSINESS WIRE)–NewEdge Wealth, LLC , a registered investment adviser specializing in ultra high net worth, family office and institutional clients, is pleased to announce that it has added an 11-person advisory team to its rapidly growing firm. The veteran team, based out of Coral Gables, FL, is led by Ghislain Gouraige, CEPA®, Jared Kaplan, Claudio Ravinet, CEPA®, Michael Weinberg and Michelangelo Dooley, CFP®.
The team, which further expands NewEdge Wealth’s south Florida presence, brings a combined 90+ years of experience helping ultra-successful entrepreneurs, family offices and their families navigate the unique challenges they face in achieving their goals, particularly before, during and after the process of selling a business. Widely honored by the industry, Gouraige is a multi-year Financial Times Top 400 advisor, Barron’s Top 1,000 advisor and Forbes’ Best-In-State and Top Wealth Advisor; Kaplan, also a multi-year Barron’s Top 1,000 advisor; and Weinberg, a Forbes Best-In-State advisor.
By combining the flexibility and choice available through independent advisors with access to world class technology typically only available to large firms, NewEdge Wealth provides the ultimate level of service, attention and insight to address the unique needs and safety ultra high net worth clients require. NewEdge Wealth, which has experienced tremendous growth since it was founded in December 2020, is a division of NewEdge Capital Group, which currently has over $30 billion in client assets.
“We are thrilled to welcome these tremendous advisors and their team to NewEdge Wealth,” said John Straus, Sr., President of NewEdge Wealth. “NewEdge Wealth is purpose-built to support advisors exactly like this team in Coral Gables with a better framework for delivering resources to ultra high net worth, family office and institutional clients. We’ve been able to marry the benefits and safety that their clients require, with the flexibility and choice that can be offered by independent advisors. I’m excited for what they’ll now be able to achieve for their clients and the success they will have in their next chapter at NewEdge.”
“There is an incredible synergy between what this phenomenal team does for clients and the platform we are building at NewEdge Wealth,” said Rob Sechan, CEO and Co-Founder. “And I say building, because we’re constantly innovating to provide our advisors with the edge they need to best serve the unique needs and goals of the ultra high net worth. This team couldn’t be a better fit for our growing organization.”
The 11-person team, including the advisors and support staff, which joined NewEdge in late January, will be based out of the Coral Gables office in Florida.
About NewEdge Wealth
NewEdge Wealth is a registered investment adviser designed to meet the needs of ultra high net worth, family office and institutional clients. The firm was established in 2020 as the result of a partnership between EdgeCo and the 12-person wealth management team led by Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. The firm provides comprehensive wealth and lifestyle management services for ultra high net worth individuals and families. NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. For more information, visit www.newedgewealth.com
About NewEdge Capital Group
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $160 billion in assets through NewEdge and its other custody and retirement businesses. For more information, visit www.newedgecapitalgroup.com and www.edgecoholdings.com
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