Edwards Asset Management Welcomes Shoaf Wealth Management, Creating a Stronger Future for Clients Through Expanded Resources and Continuity

NAPLES, Fla.--(BUSINESS WIRE)--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 advisor succession and follows a long-standing professional relationship between Bill Shoaf, Senior Financial Advisor 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 advisors 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 portfolio management, wealth planning, estate and legacy coordination, lending resources, and an experienced client service team.

“This decision was one of the most important of my career,” said Shoaf. “Many of my clients have trusted me with their families’ financial lives for decades. I knew that if I were going to transition my practice, it had to be to someone I trusted completely. Rob Edwards is that person. I’ve watched how he serves clients over many years, and I have complete confidence that he and his team will continue delivering the personalized attention and thoughtful advice my clients deserve.”

As part of the transition, Shoaf will remain actively involved throughout the integration process, working alongside Rob Edwards and the Edwards Asset Management team to introduce clients, help ensure continuity, and make the transition as seamless as possible.

Clients will continue receiving the personalized service they have come to expect, while benefiting from expanded planning capabilities, additional operational support, and a multigenerational team dedicated to helping affluent families preserve, grow, and enjoy their wealth. Both practices operate through the Wells Fargo Advisors Financial Network, allowing them to remain independent while benefiting from the resources and support of a national broker-dealer.

About Edwards Asset Management

Edwards Asset Management is a boutique wealth management practice serving affluent individuals and families with comprehensive investment management and wealth planning solutions. The team specializes in helping clients navigate wealth through coordinated investment management, tax-aware planning, estate considerations, retirement planning, liquidity management, and multigenerational wealth planning. Edwards Asset Management serves clients from offices in Naples and Fort Lauderdale, Florida, and Albany, New York. As of June 30, 2026, the team is responsible for more than $3 billion in assets under management.

Learn more about Rob Edwards at RobEdwardsWealth.com and Edwards Asset Management at EdwardsAsset.com.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management and Shoaf Wealth Management are separate entities from WFAFN.