EdgeRock Wealth Management

It's Team Tuesday: Meet Grace Allbritten, CPA—EdgeRock Senior Tax Strategist.

Grace began her career learning the language of business through accounting, and quickly discovered her passion wasn't just the numbers, it was the strategy behind them. Today, she helps business owners and families with complex wealth navigate their financial lives with confidence.

COUNTDOWN TO LAUNCH: The SpaceX IPO is upon us. The Elon Musk-led rocket company is reportedly seeking a $75B raise at as much as a $1.75T valuation. Here's why that's not out of this world.

SpaceX is going public. Are we about to witness a generational market event? The Elon Musk-led SpaceX is about to issue the largest public offering in market history. Here's why everyone should be paying attention.

Most families maintain CPA, attorney, and investment advisory relationships that never even talk to each other, let alone coordinate.

We take a look into what's lost when you keep each element of your financial plan in a silo.

The value of integrated financial planning Most families maintain CPA, attorney, and investment advisory relationships that never coordinate. We take a look at what's lost in this fragmentation.

2025 saw some of the largest outflows into international equity in recent memory. We take a look back on a rare year underperforming year for the S&P 500 and the factors that drove it.

One Year In: The global thesis in review International equity is up double digits on the S&P 500. Here's what actually drove it—and why the catalysts are still in place.

Your situation is unique. So why isn't your investment strategy?

At EdgeRock, we design purpose-built portfolios from the ground up. Because a generic mix of stocks and bonds—however well-intentioned—wasn't built for your income, your tax rate, or your timeline.

Custom portfolio design creates tax-efficiency opportunities and diversification strategies that a model portfolio simply can't reach.

57% of high-net-worth investors hire the first financial advisor they speak with. No second opinion. No comparative analysis.

Here's eight questions that go deeper than just fees and returns—questions about philosophy, process, and what actually happens when things get hard.

If you're having second thoughts about your advisor relationship, this is a good place to start.

How to get the answers you need out of a financial advisor Most people hire the first advisor they meet. Here are the questions that reveal philosophy, process, and whether they deserve your trust.