
Wealth PartnersThe Edge Minson Group
Welcome
Advisory support for the complexities of wealth
We provide comprehensive investment advisory strategies to help orchestrate the intricate needs of our smart and successful client base—ultra-high-net-worth individuals and their families, entrepreneurs and corporate executives. Our goal is to address all aspects of wealth's opportunities so that our clients can focus on their own extraordinary lives.
Our team
Our team members collaborate in a synergistic fashion to support the full array of financial objectives. By executing wealth advisory strategies in a trustworthy and transparent manner, we build lasting relationships to help manage your legacy for future generations.
Family Office Approach
Multifamily office approach
We view our role as that of a personal CFO to integrate the important elements of each financial scenario. Our team works with a select group of clients who trust us to stand as their first line of defense and help preserve what they have worked so hard to build.
Comprehensive investment and wealth planning
By functioning as a dedicated team within J.P. Morgan, one of the largest and most respected financial organizations in the world, we direct the full capabilities of the firm toward individualized requirements. Working alongside CPAs, business managers, attorneys and other outside professionals, we help ensure that the entirety of each client's financial needs are considered.
- Integrated Asset Management
- Trust and Estate Planning
- Tax-Advantaged Strategies
- Generational Wealth Transfer
- Credit and Lending Services
- Sophisticated Mortgages
- Lifestyle Goals
- Family Governance and Succession of Values
- Philanthropic Giving
Investment Approach
We serve successful clients who have amassed considerable capital, delivering advisory guidance that addresses an inclusive range of financial needs. Our practice is aimed at relieving the stress that often accompanies great accomplishment.
Comprehensive investment and wealth management
Through our deep investment proficiencies and nuanced understanding of complex and sophisticated goals, we offer comprehensive wealth management that is designed to intelligently employ every element of your financial picture. Functioning seamlessly alongside CPAs, attorneys and other external advisors, we help ensure that tax and estate planning considerations are integrated within the long-term investment strategy.
Concierge-level service
Our team works with a select number of clients to deliver a family office–style experience. This boutique-quality attention positions us to serve as your personal CFO and attend to your unique objectives in a truly tailored fashion. Emphasis is placed on the exacting details that comprise every relationship. Our mandate is built on the critical need to "get the little things right."
A focus on capital preservation
We individualize portfolios using a consultative method that strives to safeguard capital and balance all asset classes. Our intent is to align the demand for strong investment management with personalized risk parameters and time horizons. Long-term strategies leverage the firm's open architecture platform. Short-term plans allow us to remain tactical and adjust to temporary market fluctuations.
A single point of contact for a breadth of services
Through our direct access to the extensive resources of J.P. Morgan, we open up the full complement of the firm's opportunities for you, providing a wealth of value-added services. Our team is particularly adept at developing strategies that target liquidity management.
- Wealth Advisory Guidance
- Investment Management
- Trust and Estate Planning
- Generational Transfer
- Credit and Lending
- Mortgages
- Philanthropic Giving
A dedication to what matters most
As trusted stewards of your legacy, we provide leadership to manage family dynamics across multiple generations. We understand the importance of the continuity of your financial values, and our team assists with guiding and preparing younger generations for the responsibilities that escort the inheritance of wealth.
Backed by an industry leader
To do our job properly, we rely upon world-class research, professional money managers and quality implementation, which we deliver through the global financial resources of J.P. Morgan.
Meet Our Team
Specialist Resources
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
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The Fed seems clear: Control inflation at the expense of growth
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Are consumers in for a long, hot and expensive summer?
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Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now