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Who We Work With

At FWA, we work with folks from all walks of life. Whether you’re a business or an individual, we can tailor our services according to your unique needs and goals.



Businesses, Executives & Individuals

We offer a broad spectrum of wealth management strategies related to personal and professional affairs occurring before and after a liquidity event. 

Through teaming up with your CPA, accountant, trust officer and attorney, we’ll help make sure their plans address your needs and provide a clear plan of action for pursuing your goals.

Financial Companies

With over 50 years of combined experience in the financial institution channel, our staff offers training and operational efficiency techniques for sophisticated, comprehensive strategies that can help address complex client concerns and requests. 

Endowment & Institutions

In addition to assisting with the preparation of investment policy statements, asset allocation strategies and investment selections, we will also make ongoing portfolio adjustments through in-depth performance report analysis.



Medical Professionals, Athletes & Entertainers

We will work with you and your family — as well as collaborate with other industry professionals — to organize your finances so you can manage your short - and long-term goals. Our goal is to help simplify your finances so you can focus more on advancing in your career.

Women

According to Women in the Labor Force: A Databook by the U.S. Bureau of Labor Statistics, 90 percent of women will be solely responsible for their finances at some point in their lives. Whether you’re single, married or newly divorced, we can help you plan ahead for your future so you can be confident about what comes next. 


Does Any of the Above Describe You?

Contact Us Today for a Free Consultation