Private Client · Trust · Family Office
Built for High-Net-Worth, Trust & Family Office Relationships
Metals Edge Wealth supports clients and account structures that require clear documentation, account visibility, titled ownership, and professional service.
Who We Serve
Complex Accounts Require a More Professional Process
Individual & Joint Accounts
Personal accounts with allocated title and online visibility.
Trust Accounts
For trustees that require clear documentation, account-holder title, and transparent storage records.
Family Offices
Coordinated service across multiple relationships with documentation and online access.
Entity Accounts
LLCs, corporations, partnerships, and other entities requiring titled ownership.
High-Net-Worth Investors
Physical precious metals as part of a broader wealth-preservation strategy.
Advisor-Referred Clients
A trusted physical-metals partner that preserves the primary client relationship.
IRA-Related Accounts
Precious-metals IRA workflows through qualified custodial structures where applicable.
Client Discretion and Account Control
Clients retain full discretion over purchase, sale, storage, delivery, liquidation, and account decisions. This is not a managed account.
Online Account Visibility
Backend online account access through Metals Edge Wealth provides visibility into holdings, documentation, and account activity.
Documentation and Depository Title
Clients receive allocated title documentation directly from the depository, helping provide a clear record of ownership and storage.
Private Client Desk
High-touch onboarding and ongoing service for larger accounts, trust relationships, entity accounts, and family offices.
Speak With Our Team
Give Clients a More Professional Path to Physical Precious Metals
Metals Edge Wealth helps advisors support client interest in physical precious metals through a documented, client-directed, allocated, and transparent account experience.