Perennial Edge

EST. AUM
$500,000,000

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Firm Details

Metro area Boston
CRD Number
Website perennialedge.com
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Overview

Perennial Edge is a Burlington, Massachusetts-based financial-planning and wealth-advisory practice serving professionals, families and business owners. The practice focuses particularly on higher-income households, technology professionals, clients with equity compensation and people approaching financial independence. Its services cover financial planning, investment management, portfolio diversification, tax strategy, retirement planning and major life transitions. The team advises clients on restricted stock units, stock options, employee stock-purchase plans, concentrated positions and potential liquidity events. Perennial Edge also coordinates planning matters with clients’ accountants and attorneys. Its investment approach emphasises diversification, risk management, behavioural discipline and placing assets in tax-appropriate accounts. Advisory and operational support is provided through NewEdge Advisors, LLC.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Perennial Edge

Platform Details

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