Welcome to Monarch Wealth Management

Lin A. Edwards, AAMS®, CDFA®,CRPC®, ChFC®, CLU® is the Managing Partner and leads a Texas-based wealth management team at Monarch Wealth Management that services a select group of families, business owners/entrepreneurs, and corporate executives. Their mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. Their commitment to this mission is defined by three core principles:

I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth planning process that helps clients see where they stand today along with a path designed for goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Potential benefit: Clients can experience the confidence that comes from having clarity and structure in their financial lives.

II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with sound principles designed to result in portfolios tied to clients' stated objectives. Willingness to work with other professionals and leverage global resources brings customized strategies based upon the clients' risk tolerance, time horizon, liquidity needs and overall investment goals. Potential benefit: Clients can feel more at ease knowing that their financial advisor is a financial steward.

III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Reviews and communication help us make sense of financial markets for clients and keep them on track. Taking an active interest in client's lives can help create a comfortable, caring environment. Potential benefit: Clients feel connected, which may lead to long-term relationships based on trust.

If you have any questions or would like to schedule a meeting to discuss your financial future,
please e-mail [email protected].

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Monarch Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, CA, CO, DE, FL, IA, ID, IL, KS, KY, MO, NC, NJ, NV, NY, PA, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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