Active Management, Comprehensive Planning

enjoy the ride to financial freedom

What Does It Mean To Be On The ‘Inside Edge’?

Inside Edge is a digitally-based wealth management firm founded on the principle that a disciplined, process-driven approach to active management and risk mitigation allows you to rest easy knowing we’re keeping a close eye out for whatever is around the next corner…

Our Services

Investment MANAGEMENT

We employ an active, tactical, and opportunistic approach..

Financial Planning

Having a personal financial plan in place can help you..

Sub-Advisory Services

Having a personal financial plan in place can help you reach your..

Who We Serve

Wealth Accumulator

Our wealth accumulators are the embodiment of ambition and dedication. They’re the forward-thinking professional who knows the value of evaluating their overall wealth management strategy and aims to secure their financial future.

With a proactive mindset, they’re ready to partner with someone that can help them leverage their resources intelligently and help navigate the complexities of wealth management with confidence.

Nearing Retirement or Retired

Our clients nearing retirement or already retired are preparing for a life free from financial worries.

Their top priorities are to enjoy a comfortable and peaceful retirement. With us by their side as their fiduciary, they can look forward to knowing that their financial matters are meticulously managed, granting them the freedom to savor each moment without concerns.

High Net worth families

For those who’ve crafted a life of accomplishment, our services are designed to alleviate and streamline the web of financial responsibilities.

We recognize the multi-faceted demands that arise across various domains. As your wealth management advisor, we are uniquely situated to stand as a comprehensive solution. By skillfully managing a comprehensive approach, we empower affluent families to channel their energy into the pursuits that truly matter.

we are committed to our 3-part mission:

Formulating and implementing a financial plan to address individual needs

Gaining a deep understanding of each client's financial needs, desires, and risk tolerance

Customized, active, tactical investment strategies reflective of the prevailing market conditions that align with each client's goals and risk tolerance, offering peace of mind

Meet The Founder

Todd Gordon

Co-Founder, Director of Investments, CNBC Contributor

Todd lives in Saratoga Springs, NY with his wife and three kids. Todd worked on Wall Street for a hedge fund and brokerage firm, has been a CNBC contributor since 2010, and launched his own research firm in 2010….

Latest Insights

Todd Gordon joins StockMarketTV

December 1, 2023

Technology and semiconductor stocks are seeing all-time highs, we’ve seen the second highest close in the history of the Dow Jones Industrial Average, and people are still claiming this is a bear market? Todd joins fellow unapologetic bulls JD, Steve and Spencer on StockMarketTV.

Staying Steady in the Face of Uncertainty

November 17, 2023

It’s not always easy staying steady in the face of market uncertainty. Can partnering with a wealth advisor help you make better decisions and achieve better results over time?