At Edwards Private Wealth we’re focused on empowering you to move closer to your goals. We’ll be there to coach and support you each step of the way. From our first interaction, you’ll notice the difference: we’re honest, we care, we’ve created a proven formula for success and we’re intensely passionate about what we do.

Our team, founded and led by Troy Edwards, is composed of empathetic problem solvers who have an unwavering dedication to seeing you succeed. We embrace complexity and will navigate you through any challenge or circumstance that may arise. Our experience, expertise and unmatched resourcing will make the journey to attaining your desired lifestyle less stressful because we will take the weight off your shoulders.

 

 



What matters to you, matters to us. That’s why we take the time to get to know you. You are unique, your goals are yours – your wealth plan should mirror this. With a thorough understanding of your goals and your current financial landscape, we will create a plan exclusively tailored to you. There is nothing cookie-cutter about what we do.

  

Simply put - we’re happiest when you are happy. We’re dedicated to blowing the status quo out of the water when it comes to service. Your experience will always be at the forefront of everything we do.

With us, you can expect more then just investment management. We provide total wealth management and a level of service that is unmatched. You can count on:

  • Regular touch points
  • Honest, expert advice
  • Proactive communication
  • Timely response
  • State-of-the-art technology for reporting, meetings and projection/planning tools