CEO, Island Wealth Solutions
About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
With more than 15 years of experience in the financial services industry, Island Wealth Solutions was created with a clear purpose: to equip clients with the tools and knowledge they need to make confident financial decisions. The firm offers specialized guidance for company 401(k) plans, individual households, top-performing sales professionals, and public school educators—each group bringing its own distinct financial goals and challenges.
At Island Wealth Solutions, trust and personalization are at the heart of every client relationship. Financial strategies are carefully customized to align with each client's unique circumstances, helping them feel empowered, informed, and in control of their future. Whether it’s designing a retirement plan for a business or creating a long-term strategy for a family, the goal is always to simplify the complex and provide clear, actionable advice.
Island Wealth Solutions is dedicated to offering practical guidance, honest communication, and long-range planning that transforms today’s choices into tomorrow’s confidence.
Our Services
Why Us
Over 15 Years of Proven Experience
A solid track record in the financial services industry brings seasoned insight and credibility to every client interaction.
Tailored Strategies for Diverse Clients
Specialized guidance for 401(k) plans, families, sales leaders, and educators ensures solutions that truly fit each client's goals.
Personalized, Relationship-Driven Approach
Every financial plan is built on trust and customized attention, reflecting each client's unique financial situation and values.
Clarity in Complex Financial Matters
We break down complicated financial topics into clear, actionable steps—so clients feel informed and confident in their decisions.
Long-Term Planning for Financial Confidence
Our focus is on sustainable, forward-thinking strategies that help turn today’s decisions into a secure tomorrow.
Meet Edward
