Broker Check

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.

<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More

Have a Question

Thank you! Oops!