In the Game of Wealth, I'm both a player and a coach.
“I've spent nearly 30 years watching successful business owners make the same expensive mistake … they make money faster than they build structure.”
Edward began his career with the United States Department of Justice … until he discovered he didn't much care for working for the government. He moved into the private sector and, in 1998, launched his first financial planning practice.
Over nearly 30 years he built and scaled that firm alongside a tax and accounting practice, a fractional CFO practice, and a generational wealth consulting firm … integrating them into the Fractional, Virtual, Multi-Family Office that is Uplevel By Design, LLC today.
From the very beginning he specialized in advanced financial planning and intergenerational wealth transfer for high-income, high-net-worth business owners across the country. But his passion was teaching … so he took what had long been reserved for the ultra-wealthy inside single-family offices and began sharing it in public libraries, with first-generation family business owners and anyone determined to improve their financial and business life.
That same passion for telling the truth about the Game of Wealth now reaches millions across social media … everyone who wants to Uplevel. His conviction is simple: the rules of wealth are knowable, and if you know the rules, you can play to win.
