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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.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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