Years as an independent practice

Assets under management
As of January 17, 2024

Team members, including three + Financial Advisors
As of December 31, 2023

30+

Years of experience, on average, of our Financial Advisors

Welcome to boutique wealth management excellence.

Our affiliation with Wells Fargo Advisors Financial Network ensures essential services like custody,clearing, client accounting, and compliance, combining the efficiency of a major financial services firm and the personalized care of a dedicated team of wealth artists.

We're more than asset managers; we're relationship builders and strategic advisors, tailoring financial solutions and investment management to fit your life's journey. We craft our client's financial future with passion, creativity, and rational advice.

A COMMITMENT TO INNOVATION AND COMFORT

Edwards Asset Management’s presence spanning South Florida is marked by our sophisticated art-filled Naples and Fort Lauderdale offices, each nearing 10,000 square feet, embodying our commitment to a higher-level of creativity, rationality and execution of our professional craft.

map image of Edwards Asset Management office at Naples and Ft. Lauderdale

Find your freedom with an established practice

COMPETITIVE COMPENSATION

Easy-to-understand advisor payout

ENHANCED BUSINESS CONTROL

Full ownership of your business
Customized succession planning
Business continuity and estate protection

TURN-KEY INFRASTRUCTURE

First-Class Offices in Naples and Fort Lauderdale
Complete technology suite

UPGRADED BRAND AWARENESS

Client social and educational events
Personalized marketing
Original market commentary and content

Let us do the work
for you.

Our team's Transition Liaison will take care of all the small details to make your move to independence smooth while you continue to do what you do best, by setting up your technology infrastructure, making sure your business is Compliance approved, and providing strong marketing and communication tools to show your clients you are making a transition that is in their best interest, too.

Three Edwards asset Management office employees Leta Langevin, Sebastian Brinkerhoff, Robyn Whitaker from left to right

Contact us for a confidential conversation

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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Welcome to boutique wealth management excellence.

A COMMITMENT TO INNOVATION AND COMFORT

A COMMITMENT TO INNOVATION AND COMFORT

Find your freedom with an established practice

COMPETITIVE COMPENSATION

ENHANCED BUSINESS CONTROL

TURN-KEY INFRASTRUCTURE

UPGRADED BRAND AWARENESS

Let us do the work for you.

Contact us for a confidential conversation

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Naples

Fort Lauderdale

Upstate Newyork

Let us do the work
for you.