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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Welcome to Edwards Wealth Management!

Our business is built on a foundation of thoughtful client relationships.

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An investment in knowledge pays the best interest. –Benjamin Franklin

Financial Planning Services

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Investment Management

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Planning Focused

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Cash Flow Management

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Featured Content:

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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