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Where Wealth Meets Well-being

We strive to create and optimize your financial strategies
for long-term and generational success.

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Our Services

How do you want to live? We define well-being, together.

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Our Team

Get to know your financial advocates

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What We Do

Nourishing your life, finances & state of mind

Our Approach To Planning

Most people intuitively know wealth and well-being are interconnected. Often, that’s because they’ve experienced the anxiety that money can cause.

At Edwards Wealth Management & Financial Services, we believe in transforming your personal finances into a true source of confidence. Our team offers ongoing guidance to help you get organized, create a financial strategy, and above all, focus on the things that make your life fulfilling.

How We HelpWe offer a wide variety of financial services to help you pursue your goals.

The anxiety surrounding your personal finances may make it easier to put off planning, rather than face it head on. At Edwards Wealth Management & Financial Services, our mission is to help you reimagine what wealth means and expand your idea of what it can do for you. Money has the capacity to be such a heavy, emotionally laden topic—but when managed properly, we strongly believe it can become one of the most reassuring areas in your life.


Retirement
Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role


Investment
Management

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.


Insurance
Planning

A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.


Wealth Preservation & Transfer

An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.

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Test Your Retirement Knowledge

Find out what is so important about the age 59 and a half.

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Who We Are
Our Team is Your Team

The people we work best with wish to both live, and utilize their wealth, on purpose. Whether that means investing in sustainably minded companies or simply devoting time to their family, Edwards Wealth Management & Financial Services seeks to bring your notion of well-being to fruition.


Our Process
We Strive for Excellence as Much as You Do

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Step 1: Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Step 2: Strategize

Our team will present financial strategies designed to match your investor profile.

Step 3: Implement

Life changes? Market volatility? Let us manage the bumps in the road.

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Redefining Financial Education

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.


Contact Us
We Want to
Hear From You

The best way to get started is with a short introductory phone call with no cost or obligation to you. Are you interested in setting one up? Let us know how to reach you, and we’ll connect soon.

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