Wirehouse Advisors...
Paint your next chapter
and New York
as of 08/01/2025
Grow your practice and take control of your future
At Edwards Asset Management (EAM), we believe there's a better way. As a boutique wealth management practice within Wells Fargo Advisors Financial Network, we give advisors the freedom to grow their business on their terms. You keep more of what you earn, while we handle the operational details—HR, compliance support, technology—so you can focus on what matters most: being an exceptional advisor to your clients.
The best part? You don't have to go it alone. You'll have access to the infrastructure, support, and resources of a major firm.
H. Scott Waldman, MBA. Managing Director
“I wish I had done it sooner”
Scott Waldman joined Edwards Asset Management in 2022, opening a new chapter in his 20-year career. Since joining the Edwards Asset Management team, Scott has expanded his book of business and discovered life-changing flexibility for himself and his family.
The experiences discussed are specific to those associates listed and may not be representative of the experience of other associates.
Find your freedom with an established practice
Competitive Compensation
- Easy-to-understand advisor payout
- Receive Tax-Advantaged Income
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
- Support In-Office Licensing and Compliance
- Advisor friendly technology suite
Upgraded Brand Awareness
- Client social and educational events
- Personalized marketing
- Original market commentary and content
Wells Fargo Advisors Financial Network and Edwards Asset Management are not legal or tax advisors statement.
Proven Process
We know making a move can feel risky. That's why we've developed a proven process that has helped advisors just like you.
Step 1: Confidential Conversation
Come visit us at our offices in Naples or Ft. Lauderdale for an initial conversation. We understand that even exploring options can be sensitive, so we offer after-hours or private meeting times to ensure full confidentiality.
Step 2: Tailored Transition Plan
We're financial advisors, too, so we'll work together to help ensure the numbers make sense on both sides. Share a snapshot of your business, and we'll create a customized compensation and support package to help you make an informed decision.
Step 3: Strategic Switch
Transitioning to the EAM team typically takes 2-3 months. With a clear plan, dedicated support, and years of experience guiding advisors through this process, you can move forward confidently, knowing you've made the right decision for yourself, your family, and your clients.
