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About Us

Who We Are: Financial Guidance Built on Trust

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 Financial Planning Process

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 & Financial Goal Setting

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

Financial Analysis & Personalized Recommendations

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

Financial 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 Financial 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 Financial Advisors 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

Bob 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