Strategic Wealth Management for Generations

At Agape Wealth Partners,

We believe in building lasting multi-generational relationships based on trust, integrity, transparency and exceptional personal service. Our team of experienced professionals is dedicated to helping you achieve your financial goals and securing your legacy for future generations.

Our Services

Comprehensive and on-going wealth planning

We utilize the most sophisticated and interactive planning tools that are continually updated as your needs and the capital markets evolve.

Investments & Portfolio Management

Custom investment plans designed around your unique needs, goals, and risk tolerance. Our focus is on all levels of risk management.

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Tax planning strategies

We develop tax minimization plans and desire to work closely with your tax preparer with pre-set annual meetings to discuss annual tax harvesting and other tax minimization techniques.

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Retirement & Distribution Planning

Having a customized approach to one’s distribution planning is paramount to enjoying a long and healthy retirement. Consistency with a level of flexibility helps create the kind of confidence deserved for those that have worked decades in building wealth. We want all our clients to be well informed and educated regarding their planning and investments.

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Liability Management

Through our Wells Fargo affiliates, you have access to lending products, including: securities-based financing, residential mortgages, home equity financing, business financing, and credit cards.

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Estate planning strategies

Our experience has taught us that many of our referrals have inadequate and generic estate plans that often do not fulfill a family’s legacy goals. Proper titling, beneficiary planning and document reviews are an on-going part of our process.

Understanding the Secure Act 2.0, stretching qualified plans, revocable and irrevocable trusts, and asset protection planning is all part of our comprehensive advice. We desire to partner with your estate planning attorney in helping you achieve all your legacy needs and goals.

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_{Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.}
_{Bank products and services are available through Wells Fargo Bank, N.A.}
_{Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.}

Our Process

Our planning creates the transparency needed for our clients to ascertain that the advice is not only sophisticated but constantly being updated.

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Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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Agape Wealth Partners of Edwards Asset Management

5811 Pelican Bay Blvd
Suite 600
Naples, FL 34108

Local Phone: (239) 264-1000

[email protected]