We Serve People Who’ve Earned Everything They Have
At Northern Edge Wealth, we proudly serve individuals and families who’ve worked hard, saved steadily, and want to feel confident about what comes next. Whether you’re just getting started, growing your wealth, or preparing for retirement, we meet you where you are—with straightforward advice and steady partnership.
Who we serve
We partner with people at every stage of life, from early savers to retirees.
First-Time Investors
Young professionals, new savers, or individuals with newly acquired wealth.
Mid-Career Professionals
Individuals in their prime earning years juggling work, family, savings, and planning for what’s ahead.
Retirees & Near-Retirees
Those transitioning out of the workforce and into a new chapter—looking for sustainable income and lasting peace of mind.
Supporting First-Time Investors
Getting started with investing or financial planning can feel overwhelming. We help new investors cut through the noise with simple, step-by-step guidance that builds confidence and avoids costly missteps.
Unsure where to start
Overwhelmed by jargon
Afraid of making mistakes
We simplify your first steps with clear, judgment-free guidance—helping you build smart habits and gain financial confidence.
Supporting Mid-Career Professionals
This is the season of life where things get busy—and financial complexity starts to build. We work with professionals in their 30s, 40s, and 50s to help them take control of their financial picture and align their resources with long-term priorities.
Balancing saving with family expenses
Navigating stock options or taxes
Unsure if they’re “on track”
Our Approach
We help you make the most of your peak earning years with focused strategies that grow wealth and reduce stress.
Supporting Retirees
Retirement isn’t the end of financial planning—it’s a new chapter with new decisions. We guide retirees through creating predictable income, managing health care costs, minimizing taxes, and structuring legacies that reflect their values.
Concern about running out of money
Confusion around withdrawals
Desire for simplicity
We turn savings into steady income and help you retire with confidence, clarity, and a plan that lasts.
What You Can Expect
Across every life stage, our clients benefit from:
Clarity
Understand where you stand and what steps to take
Simplicity
No jargon, no guesswork—just clear guidance
Confidence
Feel secure knowing your plan is built around you
Accessibility
Real people, real conversations, real support
Continuity
A lasting partnership that evolves with your life
