Wealth Planning

Unlock the full potential of your wealth.

We understand that things can get messy. That's why we've designed a wealth planning framework to organize your family's entire financial picture and help ensure that all of your financial strategies are working in complete coordination.

Cash Flow, Investments, Legacy, and Security graphic

Explore what's possible with your money.

As your life evolves and changes, we'll help you see all the possibilities of what you can achieve with your money and create a path to help you get there. We leverage best-in-class financial technology to power your life and connect your money to what is most important to you.

"Is my family provided for?"

"Should I sell my business now or later?"

"Can I afford a vacation home?"

Let us be the messenger.

Serving as your central advisor, we’ll collaborate with your existing network of professional advisors to help get you the best advice and provide you with a truly unified wealth management experience.

Edwards Group of Wells Fargo Advisors experience includes Tax Advisor, Estate Attorney, Successor Trustee, Real Estate Agent, Private Banker, Insurance Advisor