Edwards Asset Management

Services Offered

• Financial planning
• Investment advising
• Estate planning
• Retirement savings
• Tax strategies
• Portfolio management

About

Edwards Asset Management is a financial planning firm located in Naples, Florida, specializing in comprehensive financial advising and consulting services. The firm manages approximately $2.5 billion in assets under management and serves clients in Naples, Pelican Bay, Bonita Springs, and throughout Southwest Florida. Their offerings include estate planning, retirement savings strategies, tax optimization, and portfolio management tailored for high-net-worth individuals and retirees. Edwards Asset Management focuses on aligning financial strategies with Florida's favorable tax environment to promote wealth growth and legacy preservation.

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