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Meet Our Expert Team

This may be your first time retiring, but it’s not ours!

We are a firm of experienced financial advisors who are committed to serving
our clients with excellence, care, honesty and gratitude. Our team delivers tailored guidance and expert insight to help retirees and pre-retirees navigate the complexities of wealth management with clarity and confidence.

Specializing in retirement, we combine experience, discipline, and precision to position your assets wisely and with purpose, aligning every decision with your goals and values.

Smart, informed guidance designed to enhance and protect your wealth - so you can live the life you’ve envisioned. 
EXPERIENCE the EDGE Difference!

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Our Firm

We humbly serve with gratitude!

Houston Location 
The Woodlands Location

Edge Private Wealth serves as a trusted advisor to established individuals, families, and businesses seeking clarity in their financial lives.

Our name, “Edge,” carries deep biblical meaning—symbolizing divine judgment, deliverance, and the penetrating power of God’s Word. It reflects the principles of justice, holiness, and transformation through faith and obedience—values that inspire our commitment to integrity and wisdom in every decision we make.

Our Services

As a fiduciary wealth management firm, we provide comprehensive guidance across:


  • Investments
  • Retirement Planning
  • Financial Planning
  • Tax Strategy
  • Business Consulting
  • Estate Planning


We believe in evidence-based investing—grounded in knowledge, discipline, and data—to help our clients build, preserve, and steward their wealth with purpose.

Our Mission

We founded Edge with a clear mission: to offer unbiased, client-centered advice that upholds the highest standards of honesty, transparency, and service.


As an independent firm, we are free from product sales and corporate influence—our only obligation is to our clients’ best interests.

How We Work

Our approach focuses on retirement plans that are thoughtfully designed and portfolios that align with each client’s plan goals and values.


At the heart of it all, we want to empower our clients with knowledge and confidence—so they can make smart, informed financial decisions for their financial future.

Two meeting Process

When someone considers working with us, it’s important to know exactly what to expect. That’s why we’ve designed a straightforward, two-meeting process. Think of it as a well thought out actionable plan. Thats designed to give you clarity around your goals and objectives.

First Meeting – Discovery

Your First Meeting:
A Conversation That Centers on You

This is where we sit down together, have a genuine conversation, and get to know each other. We’ll talk about your goals, your priorities, and what matters most to you and your family. We’ll also review your current financial picture—your retirement accounts, investments, income sources, and any concerns or questions you may have about the future.

This meeting is all about trust, clarity, and making sure we fully understand your vision for retirement.

What to Bring

To provide the most accurate and meaningful guidance, it helps to have a complete view of your financial landscape. Please bring any documents you believe are important, including:

  • Social Security statements
  • Investment account statements
  • 401(k) or employer retirement plan statements
  • Annuity contracts
  • Life insurance policies
  • Long-term care coverage
  • Wills, living trusts, or estate documents
  • Any other information you’d like us to consider

Sharing personal financial information can feel overwhelming, and we understand that. But the more complete the picture, the stronger and more tailored your financial plan will be. With the right details, we can provide clearer answers, better strategies, and recommendations that truly fit your life.

Second Meeting – Present Retirement Plan

This is where we really get into the details of your personalized retirement plan. We take a strategic approach to retirement and cash-flow planning, and during this meeting we’ll cover all the key components of your financial picture, including:

  • Retirement income strategies
  • Cash-flow management
  • Social Security and pension optimization
  • Tax planning opportunities
  • Insurance planning
  • Estate planning considerations

We’ll also conduct a thorough review of your investment portfolio—evaluating your fees, performance, risk exposure, concentration risks, and overall asset allocation. We’ll assess how your portfolio has performed in both bull and bear markets, and benchmark your managers against their peers to determine whether they’re truly adding value in each asset class.

By the end of this two-meeting process, you’ll have a clear, actionable plan tailored to your goals and objectives. Our mission is not just to provide advice — it’s to equip you with the knowledge you need to make smart informed financial decisions for your future.

Putting Your Plan Into Action

We’ll help bring your Retirement plan to life by guiding you through account setup, implementing required trades, and making the process simple and seamless. From there, we provide ongoing monitoring and support to keep your plan on track. During our face-to-face reviews, we’ll revisit your goals and circumstances, making thoughtful adjustments as your life, needs, and priorities evolve along the way.

Core Services: We Provide For Our Clients

At Edge Private Wealth, every client we work with receives the full breadth of our investment management and retirement planning services — always included, never extra. From hands-on portfolio care to thoughtful retirement and tax planning, we’re with you every step of the way. We offer a broad range of services and an exceptional level of personal attention — ensuring every client feels supported, informed, and genuinely cared for. 

We serve as a trusted source of guidance in the following areas:

Investment Management Services

✅Investment Portfolio Tailored To Your Plan Goals

✅Smart Rebalancing & Trading

✅Quarterly Investment Performance Summary

✅Tax Loss Harvesting

✅In-Person Investment Reviews

✅Market Commentary

✅During Major Market Volatility, calls to keep you informed

✅Direct Access To Portfolio Managers

✅Portfolio Managers

✅Economic & Market Views 

Retirement Planning Services

✅Customized Retirement Plan

✅Customized Financial Planning

✅Asset Map, View All Assets on One Page

✅Retirement Income Planning

✅Social Security Optimization

✅Medicare Planning

✅Long-Term Care Planning

✅Estate Planning Coordination

✅Tax Planning Coordination

✅Legacy Planning

✅Life Insurance Planning

✅Annuity Planning

✅Wealth Accumulation

✅Gifted Securities

✅Cash Flow & Budgeting

✅Charitable & Philanthropic Planning

✅Business Owner & Exit Planning

✅Seminars & Workshops

✅Ongoing Phone Support

✅In-Person Meetings, To Update Plan Goals

Our Transparent
Fee Schedule

At Edge Private Wealth you'll experience one simple, transparent fee that covers our core comprehensive services.
Our fees are billed quarterly, in advance, based on the following fee schedule:

Assets Managed by EdgeAnnual % Fee
Up to $1 million1.10%
$1 million - $1.25 million1.00%
$1.25 million - $2 million0.90%
$2 million – $5 million0.70%
$5 million – 25 million0.50%
Above $25 million0.30%

GET TO KNOW OUR DEDICATED TEAM

Greg Buchanan

Greg Buchanan

With more than 32 years of experience in financial planning, Greg Buchanan Isa trusted advisor who specializes in retirement planning and long-term wealth strategies. As a Registered Financial Consultant (RFC), Greg has spent his entire career as a fully Independent and self-employed advisor, dedicated to helping clients build confidence and clarity around their financial futures.

Shane Gentry

Shane Gentry

Shane’s specialty is working with retirees and those about to retire. Retirees who have a goal to preserve their assets and help to provide them confidence when entering retirement or in retirement. His mission is to operate with transparency, integrity, and accountability. Shane’s planning philosophy is simple: “I am committed to helping you develop retirement plans and investment strategies that line up with your needs, goals, and risk tolerance. Such planning is not a single event; it is a process. As your life circumstances change, so must the strategies we use to help you stay on course toward meeting your objectives.” His goal is to help empower clients by delivering personalized wealth management strategies to help ensure financial freedom.

Retirement Planning

Retirement Planning

We create strategies that are tailored to your needs and goals.

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Seminars

Seminars

Years of experience have prepared us to guide you through your life transitions.

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We Simplify Complexity,
Provide Strategic Clarity, and Deliver Wisdom.

You will face many important decisions and risks when retiring. Let us guide you through your options and come up with a plan. We will work closely with you to identify, educate and prioritize your goals.

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