Edwards Asset Management Performance Matters.
Fees Matter.
Advice Matters.
People Matter.

Talk with a financial advisor 239.264.1000

As featured in

Our clients entrust us with over $2.5 billion
in assets under management

AS OF 2/13/2025

Meet Our Team

Wealth & Investment Management

Discovery

Meet to understand your financial goals, challenges, and preferences
Gather documentation
Coordinate with your existing professional advisors

Proposal

Develop a customized investment plan
Building a personalized investment portfolio and proposal
Work together to schedule reviews

Implementation

Activate the investment plan
Phase in the recommended investment strategies
Review future client statements

Tracking

Review progress against your planned objectives
Assess and adjust the plan based on strategic asset allocation
Keep you and your professional advisors informed

Our Process our Strategies

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Edwards Asset Management Performance Matters.
Fees Matter.
Advice Matters.
People Matter.

As featured in

Our clients entrust us with over $2.5 billion
in assets under management

Wealth & Investment Management

Discovery

Proposal

Implementation

Tracking

Talk with a financial advisor

Naples

Fort Lauderdale

Upstate New York

Edwards Asset Management Performance Matters.Fees Matter.Advice Matters.People Matter.

As featured in

Our clients entrust us with over $2.5 billion in assets under management

Wealth & Investment Management

Discovery

Proposal

Implementation

Tracking

Talk with a financial advisor

Naples

Fort Lauderdale

Follow Us

Upstate New York

Edwards Asset Management Performance Matters.
Fees Matter.
Advice Matters.
People Matter.

Our clients entrust us with over $2.5 billion
in assets under management