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Our process

At FWM, all wealth management services are plan-driven. Just as your doctor wouldn’t write out a prescription or recommend a course of treatment before making a diagnosis, wealth management has no one-size-fits-all solutions. We never make a recommendation without a “diagnosis”, nor do we invest your money without an intimate understanding of your financial background and concerns. 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.

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 financial services. 

Whether you’re just around the corner or across the country, FWM has the experience and systems in place to take your finances from “What if?” to “Why not?” with a minimum of disruption to your busy schedule.

You can learn more about us and view our ADV here.