NewEdge Advisors Gold Coast Partners
Experienced Advice. Personalized Service.
NewEdge Advisors Gold Coast Partners proudly serves Jupiter and the South Florida community with decades of experience in wealth management, financial planning, and investment consulting. We provide personalized guidance to individuals and families, helping them navigate every market condition with confidence. Backed by the vast resources of NewEdge Advisors, our hands-on team delivers tailored strategies in retirement planning, investment management, and financial consulting to help clients achieve long-term success.
Services
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We pride ourselves on providing advice that is specific to each client’s individual needs. No cookie-cutter approaches here. We know that our clients’ unique goals and circumstances deserve customized, personal service.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Owner Services
Service is Our Priority
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We pride ourselves on providing advice that is specific to each client’s individual needs. No cookie-cutter approaches here. We know that our clients’ unique goals and circumstances deserve customized, personal service.
Our Team
Our team provides financial guidance, consulting, and planning for a wide variety of individuals and their families. With a deep history of servicing the communities that we call home, we have guided clients, many of whom are friends and neighbors, through virtually every market condition and economic scenario. We are a hands-on team that takes pride in the quality of our customer service. Learn more about how we can help with your financial needs.
Matthew J. Melendy
Amie Snyder
Kenneth J. Leach
Maureen Langan
Tracy Boone
Business Support
Ryan Geschke, MBA
Managing Director, Investments & Trading
Erin Corbett
Chief Operations Officer
Will Brand, CRCP®
Chief Compliance Officer
Lauren Lehman, CFA, CFP®
Director of Portfolio Management
Jenny Kurz
SVP, Strategy & Communications
Zach Clemons
Sr. Manager, Advisor Advocate
A Commitment to Excellence
As a division of NewEdge Advisors, we are supported by vast resources to deliver comprehensive, high-touch service and solutions to clients. We go above and beyond to serve our clients and share an unwavering commitment to four fundamental pillars of service.
Fiduciary Commitment
We put our clients first, always.
Planning-Centric Approach
We focus on holistic wealth management for comprehensive financial success.
Strategic Client Engagement
We offer targeted expertise aligned with the unique needs of clients.
Collaborative Excellence
We leverage strong, dedicated support teams to deliver superior service.
Latest News & Events
NewEdge Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
Get in Touch
Don’t hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.