EdgeRock Wealth Management
Chase Adler is a seasoned financial professional with extensive experience in operations and client services across various financial institutions. Currently serving as the Director of Operations at EdgeRock Wealth Management since January 2023, Chase has previously held significant roles at Morgan Stanley and Charles Schwab, including Business Services Officer and Sr. Manager, Business Analyst, respectively. A strong leader and educator, Chase has consistently demonstrated expertise in team management and service excellence throughout a career that began in client services roles. Chase holds a degree from Arizona State University, obtained between 2009 and 2013.
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EdgeRock Wealth Management
EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. Contact Us: www.edgerockwealth.com *** This was prepared by EdgeRock Wealth Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. EdgeRock’s Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for EdgeRock. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. EdgeRock is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes and does not address any individual's financial situation. EdgeRock does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. EdgeRock will not accept investment offers via social media.