STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment adviser specializing in ultra high net worth, family office and institutional clients, is pleased to announce today that it has opened another office location in Southern Florida. The new location in Miami is the firm's second office in the area and is home to a growing six-person team led by Patrick Dwyer.
Mr. Dwyer joined NewEdge Wealth in 2021 as a Managing Director of the firm. He has earned numerous accolades, including Forbes #1 Florida “Best-In-State Wealth Advisors,” Forbes #5 in America’s Top Wealth Advisors, Barron’s #4 Top Private Wealth Advisory Teams, Barron’s Top 100 Financial Advisors in America, and Financial Times Top 400 Financial Advisors. Throughout his impressive career, he has previously served as a Managing Director at Silicon Valley Bank and a Private Wealth Advisor at Merrill Lynch Private Bank.
“We are excited to expand our presence in Southern Florida with Pat’s team,” said John Straus, Sr., President of NewEdge Wealth. “Since joining the firm, Pat has continued to build his team, serve his clients, old and new, with the utmost admiration, and open a beautiful new office. We are lucky to have him on board.”
Since its founding, NewEdge Wealth continues to attract top industry talent, while rapidly building their national brand. Just last month, the firm announced their expansion to California with a new location in Manhattan Beach and parent company, NewEdge Capital Group, was named to Barron’s Top 100 RIA Firms. NewEdge Wealth now has two offices in South Florida; along with Manhattan Beach, CA; Park City; UT; Pittsburgh, PA, and its Stamford, CT headquarters. The new office is located at 1111 Brickell Avenue, Suite 2180.
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services over $30 billion in client assets across multiple business lines and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. New Edge Capital Group, LLC, a Barron’s Top 100 RIA Firm, is the wealth management business unit of EdgeCo Holdings LP, which has over 600 employees and services in excess of $150 billion in wealth and retirement assets.
NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client with the advisor to create a stronger, more personal relationship. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation. For more information, visit www.newedgewealth.com.
