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Edwards Asset Management / Contact

A conversation
worth having.

Your wealth. Your priorities. Your next chapter. Let’s begin with what matters to you.

Start a conversation
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Speak with our team(239) 264-1000
Meet your way

By phone, video, or in person

A thoughtful first step

Good advice starts
with listening.

Whether you’re approaching retirement, considering a new advisor, or navigating a significant change, you can start with a question.

  1. 01
    Share what brought you here.
    Tell us about the decisions and priorities on your mind.
  2. 02
    Get to know our team.
    Ask about our approach, our services, and how fees work.
  3. 03
    Choose your next step.
    Explore whether a planning relationship makes sense for you.

Our offices

A personal connection.
Wherever you begin.

Connect with the office most convenient for you, or begin remotely.

Before we speak

A little clarity
before you begin.

What should I prepare?

Bring your questions and a sense of what you’d like to discuss. You don’t need to send financial documents to introduce yourself. Our team can explain how to share information securely if needed.

Can I reach out if I already have an advisor?

Yes. You can ask questions about our approach and discuss what you’re looking for before deciding whether to take another step.

What happens after the first conversation?

If there’s a mutual fit, we’ll discuss the next meeting and what information would be helpful. You decide whether you’d like to continue.

Already an Edwards client? Contact your advisor or your local office for account assistance. Please do not send account numbers, trading instructions, or sensitive financial information by regular email.
Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.