Wealth Management

Objective Advice - Leading to Long-Term Solutions

Wealth Management is the process of meeting your life goals through the development and proper management of your financial resources. Life goals may include buying a home, saving for college, planning for retirement or wealth accumulation. At FAM, we tailor a plan to meet your personalized needs and goals by integrating comprehensive Financial Planning with Investment Management.

As a Wealth Management client, you have complete access to your personal wealth advisor as much or as little as you need. The same is true for access to your financial information and assets – we utilize technology to provide transparency and accessibility. We provide continual communication through periodic reporting, regular review meetings, newsletters and market updates.

In addition to the ongoing services that you will benefit from as a Wealth Management client, FAM also provides the following:

Monthly Investment Reporting
Quarterly Investment Review and Outlook Letter
Financial Planning Updates
Access to the Document Vault
 - secure online storage for your important documents