Our clients think of us as a consultant and loyal friend they can turn to when they need help. We understand that as your wealth grows life doesn't get simpler, it gets more complex. The decisions you make today, or delay making, will impact your family's future security. Most importantly, we know that it's about much more than your money - it's about your life, and creating the future you envision for you and your loved ones.
It's our belief that optimal wealth outcomes have tax planning at their core. Our advisory team is made up of seasoned professionals from across the financial and tax industries. At FWA, we are a truly independent firm with access to a variety of investments and services. We are not constrained by using only proprietary solutions when managing your financial well being.
It's our belief that optimal wealth outcomes have tax planning at their core. Our advisory team is made up of seasoned professionals from across the financial and tax industries. At FWA, we are a truly independent firm with access to a variety of investments and services. We are not constrained by using only proprietary solutions when managing your financial well being.
Services
Our mission is to provide our clients with an integrated, synergistic approach to wealth management, recognizing that true wealth management goes beyond building colorful Pie Charts. With over 45 years of combined experience in financial services, our firm's founders envisioned a planning process that exists at the intersection of finance, tax and estate.
We believe that diversification must go beyond the stock market. As an independent advisory firm we are not beholden to proprietary products like captive insurance agents or wirehouse brokers. We believe the best way to diversify a portfolio of publicly traded securities is to build an allocation of investments that do not trade in the stock market.
We understand that everyone's financial needs are unique which is why we will build custom solutions to suit. In the accumulation phase of your life, the last thing you need is financial stress. We will work with you on everything from maximizing your compensation packages and establishing tax advantaged savings accounts to repaying debt and saving for college and retirement.
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