ClearEdge Private Wealth

OUR VISION Committing to an informed approach to financial advisement, measured by clients’ milestones, not our own.

OUR MISSION To create meaningful experiences that are engaging and transformative.

OUR VALUES We are a hardworking team that places emphasis on being knowledgeable and informed; Driven by meticulous attention to detail. Comporting ourselves with empathy and caring. Building investments strategies to help provide a legacy for future generations.


Advisors

Advisor photo for Luke Kacer

Luke Kacer

CRPC, APMA®

Financial Advisor

Visit Luke Kacer's website
Advisor photo for Michael T Bailey

Michael T Bailey

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael T Bailey's website
Advisor photo for Douglas Newstrom

Douglas Newstrom

Financial Advisor

Visit Douglas Newstrom's website
Advisor photo for Kim Leach

Kim Leach

Financial Advisor

Visit Kim Leach's website


Team

Christopher Nelson

Paraplanner

Qualifications

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Aayush Sharma

Aayush Sharma

Financial Planning Analyst