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
AS OF 2/13/2025
Meet Our TeamWealth & 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
Talk with a financial advisor

