Edelson Wealth Management's Philosophy
Founded on a relationship-oriented approach with an emphasis on providing high quality customer service, Edelson Wealth Management focuses on employing a hands-on approach to developing customized tax efficient investment strategies and financial plans.
With the priority being to strive towards your financial success, Joshua Edelson partners with you and provides extensive experience and product knowledge stemming from his over 25 years of experience working with High Net Worth Families and Institutional Professional Investors.
Powered By LPL Financial
As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.
This alignment of interests fosters a relationship built on relationships and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.
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Global and International Funds
