Grow Your Wealth. Keep Your Control.
The Smarter Way to Build a Financial Future.
Most plans force a choice: Lock your money away for 30 years to get growth, or leave it in the bank and earn next to nothing. We offer a third option—strategies designed to protect your principal from market losses while keeping your capital accessible for when you need it.
Who We Are
Ziffer Edge is a boutique wealth strategy firm built for the modern business owner. We believe the old way of financial planning is broken. Traditional advice tells you to lock your money in a "retirement prison" until you are 60 years old.
We don't agree. We are Liquidity Strategists.
We help you build plans where you are in control. We use special insurance contracts designed for growth—not just protection—so you can build wealth, pay less in taxes, and shield your money from lawsuits. Most importantly, we make sure you can access your cash to run your business or handle emergencies without asking a bank for permission.
ABOUT US
We help you build wealth you can actually use today, not just someday.
WHAT WE OFFER
Our Services
The Private Growth Bank
Get the potential for market-like growth without the risk of losing money in a crash. Most importantly, you keep full access to your capital. Use your money for business needs or emergencies whenever you want, without penalties or red tape.
Tax-Advantaged Strategy
Taxes can eat up half your wealth if you aren't careful. We help you move assets into specific accounts designed to grow tax-deferred and provide tax-free income later. Keep more of what you earn.
Asset Protection
Success can make you a target. We structure your accounts to add a layer of security between your money and potential lawsuits or creditors. Think of it as a safety vault for your financial future.
Guaranteed Income
Worried about running out of money when you retire? We design plans that provide a contractually guaranteed paycheck for the rest of your life, no matter what the stock market does.
Capital Efficiency
Most business owners spend a dollar and it’s gone. We show you how to make your money do "double duty." You can access your capital to fund your business, while your account continues to earn interest in the background.
The Partner Network
You shouldn't trust a "Jack of All Trades" with your wealth. We believe in specialists. Whether you need a CPA or an Attorney, we bring a vetted team of experts to the table to ensure every part of your plan is handled by a pro.
Our Team
Founder & Lead Strategist
Director of Operations
Protection Strategist
CPAs, Attorneys & Legal Experts
Office:
100 East Pine Street Suite 110 Orlando, FL 32810
Contact Us:
321-641-2118
Email: [email protected]
© Copyright 2026. All rights reserved.
Disclaimer
Ziffer Edge is a wealth strategy firm, not a registered investment advisor. All guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance companies. Strategies discussed may not be suitable for everyone. Please consult with your tax or legal professional regarding your specific situation.