Practice Philosophy

Our Practice & Philosophy

Recognized by Barron’s as one of the nation’s top financial advisors for the past nine years as part of their Top 1,200*advisors in the U.S., Bob Edwards has over 30 years of experience serving clients in Naples, Florida.

Our investment philosophy centers around always doing what we believe is right for our clients. We believe in long-term relationships and aim to earn your continued trust by providing individual attention and highly personalized service throughout your entire relationship with our practice. We provide comprehensive fee-based Investment Management, Investment Planning Strategies, Estate Planning and Asset Protection Strategies.

The Responsibility of Wealth

With wealth comes responsibility and unique considerations: personal, family, social, philanthropic, and finally the stewardship to sustain wealth. Every family is different; at Edwards Asset Management, we structure highly customized, boutique, investment management solutions. Solutions smartly designed to align you and your family’s specific needs, priorities, and aims.

From our very first meeting, you will benefit from a team with extensive financial experience serving clients and meeting your investment needs. We focus on serving successful individuals and their families, as well as providing specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.

We take a very disciplined and personal approach to managing your money. We use our experience in this discretionary relationship to help you achieve the long-term goals you’ve set for your portfolio. As a PIM Portfolio Manager among a select few at Wells Fargo Advisors Financial Network, we are qualified to manage client portfolios on a discretionary basis.

Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful. Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a description of our services. The minimum account size for this program is $50,000.

*The Barron’s ranking is based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

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