Edwards Asset Management Performance Matters.
Fees Matter.
Advice Matters.
People Matter.

About us

Our team's experience and entrepreneurial spirit guide our effort to tailor strategies that are designed to grow the real value of your wealth for generations to come.

Edwards Asset Management Full team Meet Our Team

Wealth & 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
Our Processour Strategies

Talk with a financial advisor

Naples

Ft. Lauderdale

By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.

Naples

Ft. Lauderdale