NewEdge Capital Group announced that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston. NewEdge Wealth is a registered investment adviser specializing in servicing the needs of ultra-high-net-worth and high-net-worth families, family offices and institutional clients. The new Houston location marks the firm’s 20th nationwide and will be anchored by Jeffrey Thompson, Shannon Willems and Sara DeJay Willis.
Thompson and Willems join NewEdge Wealth as managing directors. Willis was named a vice president. The team also includes three client-service associates.
In addition to working with various types of ultra-high-net-worth clients, the team has particular experience working with business owners interested in exit strategies, developing multi-generational estate and financial plans, and optimizing 401(k) and pension plans. Collectively, the team has more than 30 years of experience supporting this segment.
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