Wealth Built On TrustYou've built the Wealth
Now Let's Build the Plan.

The Reach of a National Firm. The Care of a Local Advisor. Comprehensive wealth management, coordinated advice, and personalized strategies designed to help successful families navigate retirement and preserve what they've worked so hard to build.

Who We AreA Team That
Actually Listens.

We provide comprehensive wealth management tailored to help you simplify complexities and achieve lasting financial security. We believe trust is built through integrity and reliability — and that great advice starts with truly understanding what matters to your family.

$3.1BAssets Under
Management *as of 06/05/2026

31+Financial
Professionals

3Office
Locations

14Service
Categories

Who We ServeWe serve clients at every stage of wealth, from business owners navigating growth to families preserving what they've built.

Business Owners

Business Owners

Managing a company requires significant time and energy, leaving little room to manage personal wealth. We provide tailored strategies to help you optimize cash flow, plan for succession, and integrate your business success with your long-term financial goals.

Corporate Executives & Professionals

Corporate Executives & Professionals

Navigating complex compensation packages, stock options, and tax implications demands specialized knowledge. We help executives and high-earning professionals maximize their benefits, minimize tax burdens, and build a cohesive wealth strategy that aligns with their unique career trajectories.

Families & High-Net-Worth Individuals

Families & High-Net-Worth Individuals

Preserving generational wealth requires a thoughtful approach to estate planning strategies, tax efficiency, and family governance. We work closely with you to protect your assets, establish a lasting legacy, and ensure your loved ones are financially secure for years.

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Transitioning into retirement shifts the focus from accumulating wealth to generating reliable income. We design comprehensive retirement plans to help you maintain your lifestyle, manage market risks, and confidently enjoy the next chapter of your life without financial worry.

Why EdwardsThe Depth of a
National Firm.

We provide sophisticated wealth management built around your life. Our team brings decades of combined experience and the breadth to handle complex financial situations — all with the personal attention you deserve from a team that knows your name.

Our ProcessA Simple,
Transparent Path Forward.

We believe in a process that's clear at every stage — no surprises, no complexity for its own sake. Just a straightforward path from where you are to where you want to be.

01

Discovery & Goal Setting

We start by listening. Understanding your goals, concerns, and financial picture before we recommend anything.

02

Financial Analysis & Plan Recommendation

A thorough review of your current position, followed by a clear, personalized recommendation built around your goals.

03

Plan Review & Partnership Agreement

We walk through the plan together, answer every question, and confirm our path forward — together.

04

Account Setup & Onboarding

A smooth, guided onboarding experience that gets your plan into motion quickly and without friction.

05

Implementation & Ongoing Advice

We actively manage, monitor, and adapt your plan as your life and the markets evolve over time.

Our OfficesThree Locations. One Team.

Whether you're in Naples, Fort Lauderdale, or Albany, your Edwards team is close by and ready to serve you.

HeadquartersNaples, FL

5811 Pelican Bay Blvd, Suite 600
Naples, Florida 34108
(239) 264-1000

space onlyFort Lauderdale, FL

110 SE 6th Street, Suite 3000
Fort Lauderdale, Florida 33301
(954) 820-8240

space onlyAlbany, NY

4 Tower Place, 9th Floor
Albany, New York 12203
(518) 971-8480

Let's TalkThe Right Conversation
Starts Here.

Take the first step toward a clearer financial future. No pressure, no pitch — just a straightforward conversation about where you are and where you want to go.

Schedule a Meeting