^{Our Story}About Us

^{Who We Are}Built on Trust.
Driven by Purpose.

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.

Explore Our Services

^{Our Process}A 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.

Discovery & Goal Setting

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

Financial Analysis & Plan Recommendation

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

Plan Review & Partnership Agreement

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

Account Setup & Onboarding

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

Implementation & Ongoing Advice

We actively manage, monitor, and adapt your plan as your life and the markets evolve over time. *Only available for advisory accounts

^{Meet The Team}The People Behind
Your Plan.

When you work with us, you gain access to a dedicated group of professionals fully invested in your success. Our 31-person team brings together decades of expertise with a shared commitment to your financial wellbeing.

Naples

Robert T. Edwards

Chief Executive Officer, Chief Investment Officer, Senior PIM® Portfolio Manager

(239) 264-1000

bob@edwardsasset.com

nathalie.remillard@wfafinet.com

Paulette Drasba

Client Relationship Manager

Sebastian Brinkerhoff, MBA, CFP®

Business Development Officer

Ft. Lauderdale

Robert T. Edwards

Chief Executive Officer, Chief Investment Officer, Senior PIM® Portfolio Manager

(239) 264-1000

bob@edwardsasset.com

Albany

^{Let's Talk}The 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

Our StoryAbout Us

Who We AreBuilt on Trust.Driven by Purpose.

Our ProcessA Simple,Transparent Path Forward.