Broker Check
We’re In A Lasting Relationship

We’re In A Lasting Relationship

June 13, 2023

We are passionate about what we do and especially about having you as a member of our Client family. You are always on our minds as we look for ways to help you meet your financial goals.

At Edelman Wealth Management Group, we provide more than just investment management, we build lasting relationships.

We want to make sure you are covered for all the different scenarios in your life—the ups and downs—and that you feel informed and secure.

Our relationship with you encompasses a variety of services structured to help you reach your goals while managing risk throughout life’s transitions to make sure you are protected.

We believe our holistic approach to wealth management is best for you, allowing us to mitigate risk and welcome opportunities in the market.

As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer

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