Edwards Asset Management has announced the successful transition of Shoaf Wealth Management to Edwards Asset Management, bringing together two respected wealth management practices that share a common philosophy of personalized advice, long-term relationships and disciplined stewardship of client wealth.
The transition reflects Edwards Asset Management's approach to adviser succession and follows a long-standing professional relationship between Bill Shoaf, senior financial adviser and founder of Shoaf Wealth Management, and Rob Edwards, managing director of Edwards Asset Management. Having worked alongside one another for many years, the two financial advisers developed a mutual respect built on shared values, similar investment philosophies and a commitment to putting clients first.
For clients of Shoaf Wealth Management, the transition provides continuity of trusted relationships while expanding access to broader wealth management expertise, including tax-smart port
