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Gerard Addeo
Founder And Principal at Wealthedge® Advisors
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Work Experience
Founder And Principal
Feb 1985 - Present · 39 years and 10 months
Company Details
11-50 Employees
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.
Year Founded
1985
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
99 Park Avenue Suite 1920 New York, NY 10016, US
Keywords
Financial Planning & Wealth ManagementInvestment ManagementAccountingand Tax Planning & Preparation
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