Do We or Don't We?
At FWM, all wealth management services are plan-driven. Just as you wouldn’t write out a prescription or recommend a course of treatment before making a diagnosis, wealth management is not a one-size-fits-all or rule-of-thumb solution. We never make a recommendation without a “diagnosis”, nor do we invest your money without having an intimate understanding of your financial background and concerns so we can develop a plan to help you. Once we agree on a plan of action, we are then able to employ your resources to their best advantage to accomplish your financial objectives.
If you’re a doctor, you may be wondering what makes us different from the typical financial advisor. You’ve come to the right place to find out!
- Our Fee Schedule details the cost of our Fixed Fee/Fee-Only all-inclusive financial services.
- Initial Planning
- Ongoing Planning
- How we invest your money
Whether you’re just around the corner or across the country, FWM has the experience and systems in place to simplify complex financial planning with minimal disruption to your busy schedule. Let’s go from “What if?” to “Why not?”!