Our Services

Investment Advisory

We provide investment and wealth advisory services to individuals and families seeking thoughtful and comprehensive solutions; to help them meet their financial goals. One of our guiding business philosophies is to place our clients’ interest first. This is achieved by developing professional long-term relationships with a constant focus on delivering thoughtful, innovative, unbiased and trusted advice for our clients.

If you are considering investing but aren’t sure how to meet your financial goals, speak to Cutting Edge Partners’ investment advisors. An investment advisor is a type of financial advisor that will work with you to create a portfolio that will serve your goals. With their knowledge, they can guide you in achieving your financial dreams.

Don’t guess your way through investments, or put it off for years because it seems too complicated.

Private Investment Advisory

Private Investment Advisory

  • High Net Worth Clients
  • Affluent Families
  • Corporate Executives
  • Business Owners
  • Unique Family Circumstances
Institutional Advisory

Institutional Advisory

  • Ultra High Net Worth Clients
  • Nonprofit Organizations
  • Family Office Support Services
  • Private Foundations