River's Edge

River’s Edge Wealth Management serves individual and high‑net‑worth clients, including physicians and owners of closely held businesses, providing discretionary portfolio management, financial planning, retirement‑rollover guidance and related advisory services. According to its brochure, the firm manages about $157 million across roughly 217 client relationships and offers ancillary services such as employment contract review for physician clients.

The firm’s investment approach is evidence‑based and passive‑tilted with an emphasis on asset allocation, tax efficiency and cost control, and most accounts are managed on a discretionary basis. River’s Edge also offers tax‑aware strategies such as direct indexing for non‑qualified accounts (generally a $100,000 minimum and an additional direct‑indexing fee up to 0.25%) and integrates technology — including AI‑assisted real‑time note‑taking for web calls — into its operational processes.

Compared with many peers, the firm sponsors a wrap fee program for discretionary retail clients and currently offers wrap accounts rather than non‑wrap retail accounts, paying certain custody and execution costs itself (for example, a $15 per‑quarter Fidelity custodial fee is paid by the firm). River’s Edge also periodically offers paid educational seminars and workshops (fees disclosed between $500 and $2,500) and provides complimentary contract review to physician clients who receive advisory services, which are services not commonly provided by most team firms.