Institutional Excellence • Modern Automation
Edgewood Capital Group helps entrepreneurs and growing businesses improve operations, strengthen financial positioning, implement AI systems, and scale with confidence.

$B+
Transaction Exposure
Real estate & lending volume
20+
Years Experience
Finance, lending, capital markets
AI
Modern Systems
Automation, content, reporting
360°
Business Support
Marketing, credit, projections
What We Do
Automate repetitive business workflows
Improve marketing, content & customer engagement
Prepare projections, pro-formas & business plans
Strengthen credit, accounting & financial readiness
Use AI tools responsibly across daily operations
Combine institutional expertise with execution
Core Services
Integrated services designed to help business owners improve visibility, financial organization, operational efficiency, and growth readiness.
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Capital Lending Division
A private mortgage banking division delivering creative, fast-moving capital solutions for strategic real estate and business. Whether you’re closing on a commercial property, developing new construction, or navigating complex financing needs — we help you get it done.
Backed by 20+ years in lending and deep relationships with private investors, capital partners, and institutional funds — we act quickly and fund deals that others can’t. Let’s structure a deal that moves you forward.
Legal Services
Strategic legal support for business formation, compliance, and contract matters — delivered by an experienced attorney licensed to practice in New York and New Jersey.
Whether you are starting a new venture, negotiating a lease, or ensuring your licenses and contracts are in order — our legal team provides the structured guidance your business needs to operate with confidence.
Procurement Solutions
Comprehensive procurement solutions for government agencies and private organizations. We source, deliver, and support the operational resources your team needs to function at peak efficiency.
Serving government agencies, private corporations, educational institutions, and nonprofit organizations with competitive pricing and reliable fulfillment.
Request a Procurement ConsultationAI Solutions
Services businesses are actively using to reduce costs, improve productivity, and grow revenue.
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Popular Offers
Available as one-time setup projects, monthly retainers, or workshops.
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Best for businesses unsure where to start.
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Best for service businesses and local brands.
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Best for sales-driven businesses.
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Best for companies seeking loans, grants, or investors.
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Best for owners who need structure.
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Best for companies and small business programs.
Credit & Identity Protection
Discover ways to improve your credit by getting access to all three credit reports and credit scores.
Higher credit scores unlock lower interest rates on mortgages, auto loans, and business financing.
Clean, monitored credit profiles speed up funding and reduce underwriting friction.
Identity theft alerts catch threats early — before they damage your financial reputation.
How We Help
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We review operations, tools, team workflow, and repetitive tasks.
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We identify where AI creates the most immediate efficiency.
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Practical tools, workflows, and automation steps for your goals.
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We train the team, refine workflows, and improve systems.
Leadership, Tax & Legal Professionals

Managing Partner
Real estate finance professional & former investment banker
James is a real estate finance professional and former investment banker with more than 20 years of experience in mortgage lending, capital markets, financial consulting, and business development.
As Managing Partner, James specializes in structuring residential and commercial financing for first-time homebuyers, entrepreneurs, investors, and developers — contributing to billions of dollars in transactions at major institutions.
Institutional Experience
In-House Tax Professional & CPA
EA, NTPI Fellow, CTC, RFC, ATA, ATP • Federal Tax Practitioner
Ace is a federally authorized tax professional and in-house CPA for Edgewood Capital Group. He is an Enrolled Agent (EA) — enrolled to practice before the Internal Revenue Service and State Agencies — and brings deep expertise in tax strategy, resolution, and planning.
His credentials include the National Tax Practice Institute (NTPI) Fellowship, Certified Tax Coach (CTC), Registered Financial Consultant (RFC), Accredited Tax Advisor (ATA), and Accredited Tax Preparer (ATP). Ace provides our clients with trusted, high-level tax counsel and compliance support.
Credentials & Affiliations
In-House Attorney
Licensed Attorney in NY & NJ
Steve is an experienced attorney licensed to practice in New York and New Jersey, serving as in-house counsel for Edgewood Capital Group. He provides strategic legal guidance on business entity formation, corporate structure, and governance.
His practice includes drafting and reviewing commercial contracts, real estate lease agreements, and operational agreements. Steve also monitors licensing, certifications, and compliance requirements to help clients maintain good standing and reduce liability.
Practice Areas
Industries
Contact
Strengthen your business, improve your financial positioning, and implement modern AI-enabled systems. Contact us to discuss marketing, credit repair, projections, coaching, accounting, funding readiness, or AI automation.