Since 1997, we have helped create strategic financial plans to meet short and long-term financial goals. We carefully construct these plans using the most advanced financial planning software along with our team's combined expertise. Our team is comprised of a father and son duo giving us a unique ability to collaborate in finding a solution that works for your family.
As a small firm we seek deeper relationships and better outcomes with our clients, while still using the largest money managers in the world and cutting edge financial planning software. As licensed fiduciaries you can count on unbiased recommendations and impartial guidance. Fendz Asset Management, Inc., is an independent registered investment advisory firm and insurance agency in the State of Florida.
As a small firm we seek deeper relationships and better outcomes with our clients, while still using the largest money managers in the world and cutting edge financial planning software. As licensed fiduciaries you can count on unbiased recommendations and impartial guidance. Fendz Asset Management, Inc., is an independent registered investment advisory firm and insurance agency in the State of Florida.
Services
Today, helping our clients achieve their financial goals requires more than offering investment advice alone. Our financial advisors are well equipped to offer advice on our clients' entire financial wellness picture - financial planning, insurance, investing, managing credit, and protection. Our advisor's value will be determined by how well they meet these needs and their ability to offer holistic solutions in a single consolidated plan.
Financial planning is an ongoing process that helps structure assets and liabilities in a way that will reduce financial hardship and stress in the long term. After working for many years, most individuals have the same question, "will my money last?" At Fendz we want to give you the confidence and peace of mind that your income will always be taken care of.
We follow a simple process in order to ensure we clearly understand each client's values, objectives, and concerns. Design: Together, we work to define a risk threshold and overall financial standing and objective. Protection: Once we have set forth the agreed upon strategy, we continually monitor the portfolio to ensure we are on track with your objectives.
Joe began his career as a financial adviser with Merrill Lynch over 25 years ago. In 2006, Joe founded Fendz Asset Management to deliver unbiased advice and guidance to his clients. Ever since he has focused on promoting the work life balance many people aspire to have through carefully designed wealth solutions.
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