Edgewood Wealth Management

Edgewood Wealth Management is a fee-only registered adviser that serves individuals, high‑net‑worth clients, retirement and profit‑sharing plans, charitable organizations, and businesses with portfolio management for individual accounts, financial planning, and held‑away account review services. The firm provides both discretionary investment management and non‑discretionary advice, and it may refer clients to third‑party professionals as part of comprehensive planning engagements.

The firm develops client‑specific investment policies and asset‑allocation plans, combining passive and active strategies and applying modern portfolio concepts; it also may engage and monitor independent outside managers to implement portions of client portfolios. Financial planning is offered on both ongoing and project‑based bases, with clients receiving written plans and the ability to impose reasonable investment restrictions.

Distinctive features disclosed in the brochure include an affiliation tied to the principal’s commercial real‑estate brokerage activity, a practice of assisting clients in selecting other advisers, and the use of multiple fee arrangements — including fixed and hourly planning fees in addition to asset‑based management — which is atypical for newly registered advisers with no assets under management. The firm also notes it does not act as a private‑fund adviser and is newly formed at the time of its initial filing.