Edwards Asset Management announced the successful transition of Shoaf Wealth Management to Edwards Asset Management, bringing together two wealth management practices built around a shared philosophy of personalized advice, long-term relationships, and disciplined stewardship of client wealth. Financial terms of the transition were not disclosed.
The transition 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, who developed mutual respect over years of working alongside one another.
For Shoaf’s clients, the transition provides continuity of trusted relationships while expanding access to a broader range of wealth management expertise, including tax-smart portfolio management, wealth planning, estate and legacy coordination, and lending resources. Shoaf will remain actively involved throughout the integration process, working alongside Edwards and his team to introduce clients and help ensure a seamless transition.
Both practices operate through the Wells Fargo Advisors Financial Network, allowing them to remain independent while benefiting from the resources of a national broker-dealer.
Edwards Asset Management, a boutique wealth management practice serving affluent individuals and families, operates from offices in Naples and Fort Lauderdale, Florida, and Albany, New York, and was responsible for more than $3 billion in assets under management as of June 30, 2026.
KEY QUOTE:
“This decision was one of the most important of my career. 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.”
Bill Shoaf, Senior Financial Advisor and Founder, Shoaf Wealth Management
