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WHAT WE DO

No matter where you are on your planning journey, we’ll meet you there and help you identify the right resources and solutions to help you accomplish your goals. We offer a wide range of services, and we create custom plans that suit your unique needs. Some of the common ways we help clients include:


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Wealth Management

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Investment Management


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Financial Planning


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Disclosure

Isaiah Edison is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #14009932), AZ, CT, FL, GA, ID, IL, IN, KS, MN, MO, NC, OK, OR, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Isaiah Edison is licensed and authorized to offer insurance in Arkansas, but Edison Wealth Strategies may not be. For additional information on Arkansas licensure status, please click here.

Isaiah Edison is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-770-4886. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Isaiah Edison is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Isaiah Edison is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

John Stagg II is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4153134), FL, GA, IL, LA, MA, MO, NC, ND, OK, SC, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, John Stagg II is licensed and authorized to offer insurance in California, but Edison Wealth Strategies may not be. For additional information on California licensure status, please click here.

John Stagg II is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-671-9505. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

John Stagg II is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Edison Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Edison Wealth Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • About
    • Meet Our Team
    • Letter From Our Founder
    • Our Process
    • Our Strategic Alliances
    • Big Picture Plan Website
  • Expertise
    • Who We Serve
    • What We Do
  • Education
    • Newsletters
    • Videos
  • Contact Us
    • Schedule a Meeting
    • Location and Contact
    • Gain Insight
  • Client Login
    • My Big Picture Plan
    • My Account Details
    • My Donor Advised Fund

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