Family Wealth Planning Partners

Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector since 1977, serving clients in 47 states.

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.

Edge Capital Group LLC, based in Lexington, KY, specializes in investment management, wealth strategy, and family office services. As a fiduciary-first wealth management firm, Edge prioritizes its clients' needs, focusing on aligning their higher purpose with their family, legacy, institution, and philanthropy missions. Each client is matched with an advisory team tailored to address the complexities of their financial landscape, delivering customized solutions with integrity and accountability. At Edge, the emphasis is on providing continuity across every aspect of a client's financial profile for future generations. The firm's approach stands out through accolades like Top Women Wealth Advisors and Best-In-State recognitions, reflecting a commitment to excellence and client-centric service. With a mission centered on achieving clients' goals, Edge Capital Group offers unbundled advice, personal advisory council teams, and a strong focus on long-term continuity. Generated from the website content