Introducing NewEdge Partners

About NewEdge Partners

At NewEdge Partners, we provide access to sophisticated wealth strategies and investment solutions typically reserved for ultra high net worth investors. Powered by NewEdge Capital Group, one of the nation’s top-ranking RIAs, we combine holistic planning and wealth strategy with tax efficient, disciplined investing to create structural advantages that compound over time. Our solutions ensure every aspect of your financial life works in harmony toward your goals.

The Edge

NewEdge Partners utilizes investment vehicles from NewEdge to provide clients with solutions that are designed for wealthy families, family offices, and institutional investors, but at more accessible entry points, lower minimums, and lower fees.

We blend the best aspects of both passive and active investing using technology and data analysis to help reduce risk while seeking better returns. This holistic approach is designed to help keep fees and taxes low, help clients be more comfortable staying invested regardless of market direction, and maximize the power of compounding returns over time.

Our Solutions Offer:

Exclusive Opportunities

  • Access to alternatives, private markets, structured notes, and other institutional-caliber investments typically reserved for family offices and institutions

  • Tailored strategies to address unique portfolio needs and concentrated positions

Growth with Discipline

  • Strategies designed to smooth volatility and protect wealth

  • Equity approaches emphasizing quality, consistency, and attractive valuation

  • A disciplined focus on pursuing long-term returns

Smarter Cash & Liquidity Management

  • Approaches designed to make cash work harder without sacrificing flexibility

  • Transparent, actively managed solutions that balance access and yield

  • Risk management tools to keep long-term goals on track

Holistic Wealth Alignment

  • Seamless integration across investments, tax, estate, and risk planning

  • Adaptive strategies that evolve with your goals and life stages

The Power of Access

We offer one of the industry’s most sophisticated suites of investment solutions—from traditional separately managed accounts with stocks and bonds to exclusive opportunities in alternatives and private markets. Examples include:

  • Equity SMAs (US Large Cap Growth, Value, SMID, & International)

  • Fixed Income SMAs (Taxable, Muni)

  • Private Equity

  • Private Credit

  • Private Real Estate

  • Venture Funds

  • Infrastructure Funds

  • Non-Correlated Funds

  • Direct Indexing

  • Long/Short Direct Indexing

  • Options Overlays

Ready to Learn More?

For a complete list and additional information, download our brochure. 

Download the Brochure

Access to Premier Intellectual Capital

Rob Sechan

Robert Sechan

Managing Partner, NewEdge Capital Group | CEO, Managing Partner, Co-Founder, NewEdge Wealth

Cameron Dawson, Chief Investment Officer of NewEdge Wealth

Cameron Dawson, CFA®

Chief Investment Officer

Biran Nick, NewEdge Wealth

Brian Nick

Managing Director, Head of Portfolio Strategy

NewEdge Named Top RIA By Barrons and Forbes

Let’s Talk

IMPORTANT DISCLOSURES Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, registered investment advisers. NewEdge Advisors, LLC and NewEdge Wealth, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. These materials do not constitute an offer or solicitation in any jurisdiction to any person or entity. This communication is not intended to, and should not, form a primary basis for any investment decision. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Any investment, tax, marketing, or legal information contained herein is general and educational in nature and should not be construed as advice. Please consult your tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning, and other legal matters. Certain information contained in this piece constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of NewEdge’s investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained in this report may be relied upon as a guarantee, promise, assurance or a representation as to the future. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NewEdge) will be profitable or equal any historical performance level(s). Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions. Alternative Investments are subject to less regulation than other types of pooled investment vehicles such as mutual funds. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual’s net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment’s trading profits. Alternative Investments are not required to provide periodic pricing or valuation information. Investors may have limited rights with respect to their investments, including limited voting rights and participation in the management of such Alternative Investments. Alternative Investments often engage in leverage and other investment practices that are extremely speculative and involve a high degree of risk. Such practices may increase the volatility of performance and the risk of investment loss, including the loss of the entire amount that is invested.