Fiduciary Wealth Management, LLC was founded on the premise that all clients deserve a dedicated investment professional that listens to their needs and provides unbiased investment advice. Our services are tailored to your unique needs. We provide portfolio management, estate planning, risk management, cash flow analysis and retirement planning to individuals and company sponsored qualified plans.
Our mandate as investment fiduciaries is to serve your needs without compromise. OUR MISSION: FWM endeavors to provide investment fiduciaries, retirement plan participants and individual investors educational, planning and investment tools to assess, define and pursue their financial obligations and goals in a relationship emphasizing accountability, transparency and common purpose.
Our mandate as investment fiduciaries is to serve your needs without compromise. OUR MISSION: FWM endeavors to provide investment fiduciaries, retirement plan participants and individual investors educational, planning and investment tools to assess, define and pursue their financial obligations and goals in a relationship emphasizing accountability, transparency and common purpose.
Services
Objective: Our Objective is to be the trusted, primary resource for individuals and companies seeking investment services and advice. Our clients comprise of individuals, corporations. Selectivity: We are selective in choosing our clients. We make sure there is a right fit for both parties. This allows us to provide the highest level of service and support that each client deserves.
Your organization's 401K plan can (and should) be the lynch pin to your overall employee benefits package. Changes in the 401K marketplace have resulted in a greater requirement for plan oversight and monitoring on the part of the employer as well as the opportunity for plans, both big and small, to improve the cost-effectiveness and utility of their offering.
Our portfolio management team has broad experience in navigating diverse market environments since 1994. Our team of professionals has on average 20 years of experience in designing and implementing investment portfolios on behalf of clients. You will have your own portfolio of securities with your own cost basis which is tailored to your specific risk tolerance.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Chris is President and Chief Investment Officer of FWM. Chris has nearly seventeen years of financial services industry experience. Chris obtained his Master of Business Administration degree in Finance and also holds a Master of Arts and Bachelor of Arts degree in Political Science.
From 1994 through 2010 Chris was a key leader at Westminster Financial Companies, Inc., serving as President and Chief Compliance Officer of the firm's broker dealer and Chief Operations Officer.Among his varied duties, he was responsible for the development of investment policy/strategy, portfolio design and implementation, trading and reporting.
From 1994 through 2010 Chris was a key leader at Westminster Financial Companies, Inc., serving as President and Chief Compliance Officer of the firm's broker dealer and Chief Operations Officer.Among his varied duties, he was responsible for the development of investment policy/strategy, portfolio design and implementation, trading and reporting.
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