Lin
- AAMS
- CDFA
- CRPC
- ChFC
- CLU
- Managing Partner
- Qualified Plan Financial Consultant
Lin A. Edwards has several decades of experience in the financial industry from Anchorage, AK to Austin, TX, Lin A. Edwards has been dedicated to providing clients with the finest individually tailored approach to investing and risk management. Lin and her team at Monarch Wealth Management, assist a select group of affluent clients in a tailored approach to investment management, tax efficient strategies and and estate investment planning services as well as wealth preservation and wealth transfer planning. Drawing on their vast experience and Wells Fargo Advisors Financial Network’s resources, Lin helps develop personalized, strategies based upon the clients’ risk tolerance, time horizon, liquidity needs and overall investment goals to address the complex needs of individuals and organizations with substantial wealth.
Together with a strong team of specialists, Monarch Wealth Management offers clients a full range of services including: discretionary portfolio management; sophisticated retirement planning with ERISA experience; hedging and monetization of concentrated equity positions; risk analysis; life insurance analysis and funding; corporate insurance solutions; long-term care insurance; plus, a full complement of wealth preservation and transfer services.
Using proprietary analysis, historical data, and Wells Fargo Advisors Financial Network objective research, Monarch Wealth Management creates customized investment strategies that are designed to help meet client expectations and long-term goals. The Teams goal is to help to limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.
In addition to Lin's vast training and experience, she holds the designations of Accredited Asset Management Specialist(SM), AAMS®, Chartered Retirement Planning Counselor(sm), CRPC®, Certified Divorce Financial Analyst® and CDFA®. She is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Wells Fargo Advisors Financial Network model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis. Lin completed The Wharton School-Financial Advisor Leadership Program and The University of Chicago Booth Business School-Advanced Portfolio Management Program.
Lin works closely with clients' other family advisors, including attorneys and accountants, to focus on their most important total wealth management goals, needs and experiences.
Lin and her team at Monarch Wealth management, focuses on bringing harmony and financial well-being to your life.
CA Insurance License Number: 0E45842. Resident State: TX.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™. AAMS®, CRPC® and Accredited Asset Management SpecialistSM, Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Neither Wells Fargo Advisors Financial Network nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
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.
Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you. Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies
•Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
•This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Together with a strong team of specialists, Monarch Wealth Management offers clients a full range of services including: discretionary portfolio management; sophisticated retirement planning with ERISA experience; hedging and monetization of concentrated equity positions; risk analysis; life insurance analysis and funding; corporate insurance solutions; long-term care insurance; plus, a full complement of wealth preservation and transfer services.
Using proprietary analysis, historical data, and Wells Fargo Advisors Financial Network objective research, Monarch Wealth Management creates customized investment strategies that are designed to help meet client expectations and long-term goals. The Teams goal is to help to limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.
In addition to Lin's vast training and experience, she holds the designations of Accredited Asset Management Specialist(SM), AAMS®, Chartered Retirement Planning Counselor(sm), CRPC®, Certified Divorce Financial Analyst® and CDFA®. She is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Wells Fargo Advisors Financial Network model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis. Lin completed The Wharton School-Financial Advisor Leadership Program and The University of Chicago Booth Business School-Advanced Portfolio Management Program.
Lin works closely with clients' other family advisors, including attorneys and accountants, to focus on their most important total wealth management goals, needs and experiences.
Lin and her team at Monarch Wealth management, focuses on bringing harmony and financial well-being to your life.
CA Insurance License Number: 0E45842. Resident State: TX.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™. AAMS®, CRPC® and Accredited Asset Management SpecialistSM, Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Neither Wells Fargo Advisors Financial Network nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
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.
Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you. Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies
•Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
•This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.