Sandra Edwards

Background

About Sandra Edwards

For 37 years Atlanta has been my home and I enjoy all that it has to offer from sporting events to concerts. Helping you achieve your financial goals with simplicity, transparency, and a disciplined process is my passion and number one priority. For more than 35 years, I have helped individuals and corporations, locally and nationally, pursue their financial goals with thoughtful and comprehensive investment guidance. My guidance is tailored to support your current and future lifestyle needs, your retirement goals, as well as your philanthropic and legacy goals. I work with a team of specialists which allows me to provide you with an integrated view in the creation and implementation of your personal wealth management plan. I welcome your connection if: • You are an executive who wants a well-structured, customized plan for your stock compensation • You are a business owner who wants additional liquidity for expansion or for projects • You are interested in a reducing estate taxes by examining various approaches given your personal circumstances • You want to hear more about our wealth management process My husband Bob and I love the outdoors and walking Otto, our miniature schnauzer. We are also avid hikers. I am a member of the Annie Oakley Shooters where I practice clay shooting. I serve as a Leadership Council Member for Zoo Atlanta and previously served on the board for the Arthritis Foundation of Georgia.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.