Retirees & Pre-Retirees
Turn accumulated assets into a coordinated income plan while considering Social Security, healthcare, taxes, market risk and the lifestyle you want to maintain.
Naples, Florida Headquarters
Wealth
Management Built
Around Your Life in
Naples.
Edwards Asset Management helps retirees, families, executives and business owners bring their investments, retirement income, tax-aware decisions and legacy priorities into one coordinated strategy—delivered by a Naples team that starts by listening.
$3.1B Assets Under Management As of 06/05/2026
31+ Financial Professionals
3 Office Locations
Naples Firm Headquarters
The Naples team. Local relationships backed by the depth of Edwards Asset Management.
A Naples Team That Listens
Your Wealth Has Many Moving Parts. Your Advice Should Bring Them Together.
For many successful families, the challenge is not a lack of financial accounts or ideas. It is that investments, retirement distributions, taxes, insurance, estate documents, business interests and family priorities are often handled separately.
Our Naples wealth management team helps organize those decisions around one clear picture. We begin with what matters to you, identify where the pieces may be out of sync and build a strategy designed to adapt as your life, family and the markets change.
That means investment guidance does not happen in isolation. It is considered alongside the income you need, the risks you want to manage, the people you want to protect and the legacy you hope to leave.
Meet the Edwards teamWho We Help in Southwest Florida
Advice for the Decisions That Come With Success.
Our Naples office works with clients whose financial lives have become more complex—and who want a team capable of seeing the whole picture.
Families With Significant Wealth
Coordinate investments, family goals, gifting, charitable priorities and legacy considerations with attention to both current needs and future generations.
Business Owners
Connect personal wealth with business cash flow, succession, a future sale and life after ownership so one major transition does not leave the rest of the plan behind.
Executives & Professionals
Bring concentrated stock, complex compensation, retirement plans and outside investments into a strategy aligned with career decisions and long-term goals.
Comprehensive Wealth Management
Every Part of the Plan, Working Together.
The value of a plan is not simply the number of topics it covers. It is whether each decision supports the others.
Explore all servicesI
Investment & Portfolio Management
Build and manage a portfolio around your goals, time horizon, liquidity needs and tolerance for risk—not around a generic model or a single market forecast.
R
Retirement Income Planning
Coordinate withdrawals, pensions, Social Security, required minimum distributions and cash reserves to support the life you want throughout retirement.
T
Tax-Aware Wealth Strategies
Consider the tax impact of investment sales, retirement distributions, Roth conversions, charitable giving and other financial decisions while coordinating with your tax professional.
L
Estate & Legacy Coordination
Help align assets, beneficiary decisions, gifting intentions and family priorities with the estate plan developed by your attorney.
P
Risk & Protection Planning
Identify risks that could disrupt the plan, including market declines, concentrated positions, unexpected healthcare needs, liability exposure and gaps in insurance protection.
C
Professional Coordination
With your permission, collaborate with your CPA, estate attorney and other professionals so important decisions are informed by a more complete view of your financial life.
Planning From Our Naples Headquarters
Local Perspective for Important Financial Transitions.
Living in Southwest Florida can bring new opportunities and new planning questions. We help clients organize the financial decisions around the transition, then coordinate with the appropriate tax and legal professionals when specialized advice is needed.
Relocating to Florida Review cash flow, investment accounts, estate documents, insurance and professional relationships through the lens of your move.
Approaching Retirement Plan the shift from earning and saving to creating sustainable income from multiple sources.
Selling a Business Prepare for liquidity, investment decisions and the personal financial changes that follow a major transaction.
Managing Concentrated Wealth Evaluate diversification, taxes, liquidity and risk when a large portion of wealth depends on one company or asset.
Planning a Family Legacy Clarify what you want your wealth to accomplish for children, grandchildren, charities and future generations.
Coordinating Several Advisors Create a clearer connection among your financial team, CPA, attorney and other professionals.
A Clear Path Forward
The First Step Is a Conversation, Not a Commitment.
We want to understand what is changing, what feels out of sync and what you want your wealth to make possible before we recommend anything.
01
Listen & Understand
We start with your goals, concerns, family, current financial picture and the decisions that prompted you to seek advice.
02
Analyze & Organize
Our team reviews how the pieces fit together, identifies gaps or tradeoffs and develops recommendations around your priorities.
03
Implement & Adapt
If we decide to work together, we guide implementation and continue monitoring the plan as your life and the markets evolve.
Visit Us
Edwards Asset Management
Naples Headquarters
5811 Pelican Bay Boulevard Suite 600Naples, FL 34108
Naples Wealth Management FAQs
Before We Meet.
A few common questions about our Naples office, our services and what to expect from an introductory conversation.
Our Naples headquarters is located at 5811 Pelican Bay Boulevard, Suite 600, Naples, Florida 34108. The office is open Monday through Friday from 8:00 AM to 5:00 PM, and the main phone number is (239) 264-1000.
Depending on your needs, our work may include investment management, retirement income planning, Social Security and healthcare decisions, estate and legacy coordination, tax-aware planning, risk management, charitable strategies and planning for business owners or executives.
Yes. When appropriate and with your permission, we can coordinate with your tax and legal professionals so each advisor has a clearer view of the decisions affecting your plan. Edwards Asset Management does not provide tax or legal advice.
We can help organize the financial considerations surrounding a move, including cash flow, retirement income, investment accounts, insurance, estate documents and professional coordination. Tax residency and legal domicile questions should be reviewed with qualified tax and legal professionals.
The introductory meeting is designed to understand why you reached out, what you want to accomplish, what concerns you and where your financial life may need greater clarity. We also explain our process so we can mutually determine whether working together may be appropriate.
Let's Start With a Conversation
A Clearer Financial Life Can Start Right Here in Naples.
No pressure and no generic pitch—just a straightforward conversation about where you are, what matters most and whether our team may be able to help.
Naples Headquarters · (239) 264-1000 Fort Lauderdale · (954) 820-8240 Albany · (518) 971-8480