Edelson Wealth Management | About | Financial Advisor

About

Edelson Wealth Management is dedicated to dynamic strategies that aim to understand and strive for your financial goals. The collaborative process, extensive knowledge, and valuable resources provided by your advisor create a client-centered experience you can feel. High-quality customer service is critical to your advisor, who offers accessibility and consistent communication to support you every step of the way.

Plan Development Process

Your financial advisor takes a consultative approach and begins with a discovery process where you dive deep on to assess your current status and future foals.

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Experience and History

Joshua Edelson brings over 35 years of industry experience and product knowledge to his client relationships. He is dedicated to developing comprehensive strategies.

Meet Joshua

Resource Center

The resource center offers articles, calculators, videos, and more so you can stay informed on topics from retirement and estate planning to investment management and tax planning.

Resource Center

Market Insights

Each week, LPL Research releases the Weekly Market Commentary to help you stay up to date on activity. View the latest update on the website.

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Your Financial Pathway Strategists

Experience meets creative financial strategies crafted from industry knowledge and a deep understanding of your current status and goals. Your advisor guides you every step of the way on your financial journey.

Get Started With Edelson Wealth Management

Edelson Wealth Management is dedicated to dynamic strategies that understand and aim for your financial goals.
Reach out to get started on building your custom plan with your financial advisor.

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