In The News

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Rob Edwards 8/1/25 Rob Edwards 8/1/25

I’m a Wealth Advisor: 4 Ways Trump’s Bill Is Reshaping My Clients’ Plans

Beyond the 401(k): 3 Strategies To Retire Comfortably and Still Leave Money Behind

For many Americans, having a plan to leave money for their loved ones is a priority. According to a recent Empower survey, 40% of Americans say that leaving an inheritance for their children is part of having a happy retirement.

How the Wealthiest Americans Are Protecting Their Money From Market Instability

In The News

I’m a Wealth Advisor: 4 Ways Trump’s Bill Is Reshaping My Clients’ Plans

Beyond the 401(k): 3 Strategies To Retire Comfortably and Still Leave Money Behind

How the Wealthiest Americans Are Protecting Their Money From Market Instability

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Rob Edwards

Managing Director | Senior PIM® Portfolio Manager

Naples

Ft. Lauderdale

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