A Full-Service Wealth Management Company

Helping you cross your financial finish line

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What We Do

Welcome to Inside Edge Capital Management. We are a full service wealth management company based in Saratoga Springs, NY founded by CNBC contributor Todd Gordon.  We’ve built this company with the sole purpose of providing world class active portfolio management, financial planning, and tax strategies to the investor who desires individual and customized attention to help our clients cross their financial finish line in the shortest time possible.

We employ the latest technology to optimize the client experience in this new digital age while forming a strong and lasting relationship with our clients.  If you would like to learn more about our services and what we may be able to do for you, please book an initial consultation.

Individualized World Class
Financial Planning

Investment Planning

Retirement Planning

Estate Planning

Todd Gordon – Founder

CNBC CONTRIBUTOR

Todd Gordon devoted the first 20 years of his career trading and investing in financial markets first on the west coast, and then back east on Wall Street.  He has been a contracted on-air CNBC contributor for a decade and appeared countless times offering his market outlook. 

Todd founded, and is the former CEO, of TradingAnalysis.com and serviced thousands of customers around the world.  His dream has always been to focus on a core group of clients looking for individual attention and form a lasting and rewarding relationship that carries his clients to and through their golden years.

Our client funds are custodied with industry leader and award winner Charles Schwab

J.D. Power 2021 Direct Retail Banking Satisfaction

#1 in Customer Satisfaction with Direct Retail Banking, 3 Years in a Row

Investor’s Business Daily Best Online Brokers 2021

Schwab was rated a Top Broker in the 2021 Investor’s Business Daily Best of the Online Brokers Survey.

Investor’s Business Daily Most Trusted Financial Companies 2020

Schwab was rated #1 in Customer Service and Customer Treatment for Online Broker in the 2020 Investor’s Business Daily Most Trusted Financial Companies Survey

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Message Us!

ADDRESS

475 Broadway Suite 30
Saratoga Springs, NY 12866

PHONE

Business Hours

8AM – 5PM (PST)
Monday – Friday

Drop me a private message here so we can schedule a call to explore your individual financial needs and see if I can help.

Address

Saratoga Springs,
NY 12866

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