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Perceptive Edge Investment Management, Inc. is a registered investment advisory firm committed to building long-term relationships while providing exceptional investment and retirement consulting services. 

Our goal is to provide confidence in guiding complex decisions, provide oversight based on wisdom, and offer extensive knowledge, backed with formal educations.

the team


WealthAtlas is a financial coaching service offered by Perceptive Edge Investment Management, Inc. While Perceptive Edge focuses on wealth management, WealthAtlas focuses on point in time financial coaching.

Our Team

With many years of experience and backed by strong educational expertise, our team is ready to assist you on your financial journey. You will meet with a personal advisor that will work directly with you each time you meet. Other team members may also be introduced to you to help assist as needed. Our team works together to ensure you receive the best financial coaching and client experience. 

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