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Our Mission

How We Work

Our focus at Edwards Wealth Management is retirement income. Our goal is to provide you the best retirement lifestyle possible. Using your resources to generate a comfortable and lasting income requires a fundamentally different approach from the saving and accumulation phase. The decisions that have the biggest impact on retirement lifestyle often center around Social Security, pensions, withdrawal rates, healthcare, taxes, and housing.

We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Not sure if you are financially prepared for retirement?  Unsure which risks you may have failed to consider?  Let's create an optimized plan for you so you can live your best life possible.





One of our primary goals is to develop a long-term, trusting relationship with you.

5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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