Yardley, PA -- (SBWIRE) -- 01/05/2016 -- Every year, the elite financial brokerage firm, Signator Investors, Inc., holds a competition amongst their financial advisors to provide recognition to those who have shown excellence in wealth management. Edelman Wealth Management Group, Inc., the premium financial advisory firm, has been selected as a finalist in the competition for the title of "Practice of the Year" for their distinction in client service, practice management and overall practice performance. The firm strives to exceed industry expectations, and in doing so they have become one of the best financial advisors in Bucks County, PA with their superior management services and monetary expertise.

To be considered for the recognition, Edelman Wealth Management Group, Inc. applied to and completed the online business assessment tool by Business Health, called HealthCheck, which scales a practice in various areas. The assessment entailed a rigorous evaluation that reviewed internal planning, client service, internal structure, technology and staffing capabilities, external relations and overall performance of practice. The firm made it to the final round with four other groups in running for the title, and the top winner will be announced in January of 2016.

The winner will be chosen based on the results of each firm's site audit, which will be conducted by Business Health. The audit results will be reviewed by a panel of outside financial experts in the field and Business Health to determine which practice will be awarded "Practice of the Year". The firm anticipates the winner's announcement and continues to provide the area of Bucks County, PA with professional wealth management services that are focused on helping clients meet their financial goals.

For more details on the financial services of Edelman Wealth Management Group, Inc., visit their website or call 973-994-0100.

About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to know their clients and coordinates a strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.

For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/

Edelman Wealth Management Group, Inc. is not affiliated with Signator Investors, Inc., Registered Representative/Securities and Investment Advisory Services offered through Signator Investors Inc., Member FINRA, SIPC., a Registered Investment Adviser 290 West Mount Pleasant Ave., Suite 2300, Livingston, NJ 07039 973-994-0100. 374-20150914-252401

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Yardley, PA -- (SBWIRE) -- 09/21/2015 -- Preparing for retirement is a process that requires careful thought and consideration. Most individuals hope to retire comfortably and early enough to make the most of their golden years, and many will benefit from working with a financial advisor dedicated to helping them maximize their assets late in life. Edelman Wealth Management Group, Inc. offers individuals the opportunity to work with financial advisors in Bucks County to effectively strategize their retirement.

Edelman Wealth Management Group, Inc. offers retirement funding analysis surveys to help their clients meet their financial goals. These services include strategies for maximizing individuals' pensions and analysis of accumulated assets so that individuals can make the most of them. The financial advisors at Edelman will also analyze income needs so that individuals can make informed financial decisions both during their working years and after them. Each client is treated with individualized attention from a team of experienced wealth management professionals.

The company offers other investment and risk management services, such as estate conservation, which prepares individuals to transfer their assets and helps them to shelter their assets from taxes, and financial needs analysis, which helps individuals answer questions about funding education as well as investing in insurance in order to protect themselves and their families in the face of unforeseen life events. Edelman Wealth Management Group, Inc. also offers financial services to businesses, including business succession planning and executive compensation plans.

For more information on wealth management in Bucks County, visit Edelman Wealth Management Group, Inc. online at http://www.edelmanwealthmanagement.com or call 973-994-0100.

About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to know their clients and coordinates a strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.

For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/

Edelman Wealth Management Group, Inc. is not affiliated with Signator Investors, Inc., Registered Representative/Securities and Investment Advisory Services offered through Signator Investors Inc., Member FINRA, SIPC., a Registered Investment Adviser 290 West Mount Pleasant Ave., Suite 2300, Livingston, NJ 07039 973-994-0100. 374-20150914-252401

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Yardley, PA -- (SBWIRE) -- 08/19/2015 -- After years in the workforce and establishing a savings account, individuals soon realize that retirement is looming. To ensure there are enough finances to enjoy life after work, Edelman Wealth Management Group, Inc. is helping clients prepare. As the best financial advisors in Bucks County, clients will be treated with the care they deserve, while a sound foundation is created.

All aspects of the planning process and all finances are reviewed in a comprehensive analysis, when speaking with a retirement planner from Edelman Wealth Management Group, Inc. Through the assistance and organization process set forth by the planners, clients will be guided to make informed decisions to reach their retirement goals as a trusting relationship is established.

The firm understands the challenges of appropriate planning, and each client receives a personalized and custom strategy. The goal of the team at Edelman Wealth Management Group, Inc. is to ensure the future is protected and portfolios are optimized for confidence as retirement arrives. When having a dedicated retirement planner, clients no longer have to worry about the burden of ensuring their finances are aligned.

For the best wealth management in Bucks County, please contact the professionals at Edelman Wealth Management Group, Inc. A sound strategy will be planned for estates, long-term health care, 401k rollover, and all other aspects of client finances. As a firm that makes sure all opportunities are reviewed, start the retirement planning process early and maintain a comprehensive financial approach. It is never too late to address retirement needs.

About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to know their clients and coordinates a strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.

For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Yardley, PA -- (SBWIRE) -- 06/01/2015 -- In the May 2015 issue of Suburban Life Magazine, Scott D. Edelman, was featured on the cover. In the issue, a feature-length article outlined how the team at Edelman Wealth Management Group, Inc. (EWMG) maintains their client's peace of mind by establishing relationships and considering goals and aspirations when planning their financial success. EWMG is a tight-knit team of professionals that coordinates and customizes wealth management and employee benefit strategies.

The team at EWMG is closely connected to the community and share the trait of compassion, evident through their customer service. Edelman and his team strive to educate their clients and ensure they understand the best ways to manage insurance and investment plans. Holding an "MDRT Top Table Status," Edelman is recognized as one of the top financial advisors in the industry. The firm adds value to their client's lives, creating a sound strategy and reviewing all opportunities with finances.

When needing to plan for the future, work with a trusted financial services firm that helps clients protect their assets and assists in areas that include retirement planning, life insurance, disability insurance, and college funding. Edelman Wealth Management Group, Inc. creates a family environment to put client's minds at ease through personalized strategies at an exceptional value.

About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to know their clients and coordinates a strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.

For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Yardley, PA -- (SBWIRE) -- 05/05/2015 -- Every person has a particular goal they are trying to reach with their financial growth. When it comes to retirement funding and creating a legacy plan to transfer assets, many individuals have concerns about their finances. Speaking on the subject of high-net-worth clients, Scott D. Edelman of Edelman Wealth Management Group, Inc., was recently interviewed for a feature article in the April edition of Retirement Advisor.

According to Edelman, challenges are presented when discussing the goals and finances of high-net-worth clients. In the article, he explains, "The clients want to be able to utilize their income and enjoy it. You have to set up a strategy so that they can enjoy their assets but at the same time, make sure that they're leaving exactly what they want to leave to their children and grandchildren. It may not be a technical estate plan, but it's going to be the ability to leave money behind and have taxes paid as well."

Concerns frequently arise in households that are blended with remarriages and children from previous relationships. High-net-worth clients are situated in select wealth categories, where some parts of the country consider prospects wealthier than others. There are select states where a $1 million net worth is considered wealthy, and states where that income is not. Edelman Wealth Management Group, Inc. will assist clients in constructing their portfolio, allocating their assets, analyzing risk tolerance, and estate planning.

When relying on the trusted strategies and programs set forth by Edelman Wealth Management Group, Inc., their estate conservation program protects accumulated wealth to preserve assets for the future. Incorporating a sound strategy, the financial planners give personalized attention to each client in order to build relationships and create a unique plan that maximizes the legacy.

All opportunities will be carefully reviewed to ensure every aspect of the financial management plan is addressed. Interested individuals who require further information can request a quote for their insurance needs, or an appointment to review their financial planning needs and they will respond to the request promptly. Edelman Wealth Management is dedicated to their clients and potential client's needs and they foster a culture within the company where customer service is of paramount importance. To learn more about their plans and customized insurance policies, please browse the website today.

About Edelman Wealth Management Group, Inc.
As a full-service financial management firm, Edelman Wealth Management Group, Inc. offers products and services to families, businesses, and individuals. The experienced staff gets to now their clients and coordinates a sound strategy that meets their objectives through comprehensive analysis. They focus on investment management, life insurance, long term care insurance and retirement planning as well as employee benefits and disability income insurance. The company is licensed and registered to sell insurance and securities in 13 states across the nation.

For more information about their services, or to request a quote, please visit http://www.edelmanwealthmanagement.com/

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm