AFE Private Wealth President of EAF is Jared Coates

AFE Private Wealth is a boutique advisory firm built for people who refuse standard answers. We work with entrepreneurs, executives, medical specialists, and professional athletes to turn complexity into clarity and taxes into strategy. Our approach goes beyond portfolios, combining advanced planning, disciplined investment management, and deep personal relationships to help clients protect what they’ve built and design what comes next. We operate more like a modern multi-family office than a traditional advisory firm, taking on fewer clients so we can deliver sharper thinking, greater foresight, and outcomes that are intentionally well-built. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as AFE Private Wealth, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as AFE Private Wealth, unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.

Founded 2023