Insurance and wealth management for athletes, business owners, and families who expect more in 2026.
Request a Private ConsultationCapital Edge started with a simple idea: insurance and wealth management should feel personal, not processed. Rich and Kay Shah co-founded the firm in 2008 on that belief. No call centers. No scripts. Just real conversations with people who actually pick up the phone.
It's still a family business today. Kay has spent nearly two decades as the firm's compliance anchor, bringing the patience and steadiness that turns complexity into clarity for every client. Shay brings the next generation's fluency in technology, bringing a digital-first client experience most independent agencies haven't caught up to yet.
Together, they've guided clients to $2.2B+ in lifetime assets under management, shopping every policy across carriers instead of pushing one company's product, for athletes, business owners, homeowners, and families who expect more from the people protecting what they've built.
“Capital Edge is trustworthy!”
“So knowledgeable”
“Capital Edge has helped me live a life without financial burden”
“Rich is a great advisor and always makes me feel financially secure.”
One conversation, no pressure — let's figure out what actually makes sense for you.
Request a Private Consultation