Smart Wealth Management: Growing Together

Edengate Wealth Management helps you protect and expand your wealth with a partnership built on trust and shared values.

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You're creating a legacy that lasts. We're here to support you.

Wealth goes beyond finances—it's about values, connections, and future opportunities.

As an Edengate Wealth Management client with $1 million in assets, you have a vision for your future—we're here to help you achieve it.

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    Reliable and transparent investment approach

    Partnering with Edengate means investing with a firm built on a proven, long-term strategy.

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    Superior investing experience

    We're dedicated to helping investors reach their goals with a comprehensive suite of services that combines advanced digital tools with personalized wealth management.

    0.36%

    Asset-weighted average expense ratio for U.S. mutual funds and ETFs in 2023.*

    *Sources: Edengate and Morningstar, Inc.

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    Personalized wealth partner & expert support

    At Edengate, you’ll be matched with a dedicated wealth partner focused on your financial goals. Backed by a team of experts, you’ll receive tailored guidance and insights aligned with your unique wealth journey and life events.

Supporting investors with time-tested principles

For over 50 years, we’ve helped investors succeed by focusing on four core principles: setting clear goals, maintaining balance, managing costs, and staying disciplined.

Expert guidance for your financial future

Focus on what matters most while we handle the complexities of wealth management.

With Edengate’s fee-based advisory services, you’ll receive personalized financial planning, investment guidance, estate and tax strategies, and portfolio rebalancing—all managed by an experienced financial advisor.

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Create a lasting estate plan

Edengate Wealth Management helps you navigate wealth conversations with confidence, ensuring your assets are passed on according to your wishes.

We provide support in defining your legacy goals and structuring your estate through tailored solutions, including family legacy planning, trust services, and charitable giving.

Protect and grow your wealth

With a team of experts aligned with your vision, you can confidently plan for the future. Whether preserving wealth for future generations, optimizing tax efficiency, or maximizing returns, Edengate Wealth Management provides tailored solutions, including diversified investments, private equity, tax strategies, and more.

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Flexible cash & liquidity solutions

Strategic cash management gives you the flexibility to make informed financial decisions. Whether you need access to funds for spending, investments, or philanthropy—or seek to generate additional income— Edengate Wealth Management offers tailored solutions, including savings alternatives, margin loans, and more.

Real partnership starts with aligned goals.
Let’s achieve more—together.

Call us

+16136489877

Monday to Friday, 8 AM – 8 PM ET