About Us

Our Philosophy

Our focus may extend beyond working with the client as we prefer building lasting relationships with the family. The families we serve are dedicated not only to planning for their own financial growth and retirement, but also to ensuring that the rewards of their hard work and life experiences become a meaningful legacy for their children, grandchildren, or others important to them such as charitable entities.

Your Goals Come First The Fiduciary Advantage

Our fee-only structure enables us to serve as fiduciaries for our clients, making sure that their interests take precedence over our own. A fiduciary is defined as an individual or institution entrusted with the responsibility of acting in another party's best interests within the bounds of their relationship.

Purpose should guide every financial decision, established within the framework of a dynamic and personalized financial plan. As personal circumstances evolve, so too do financial objectives, which may necessitate updates to both the financial plan and the corresponding investment strategy. Accordingly, we work to monitor each client's progress relative to their financial plan, assess significant life events that may affect their goals, and seek to proactively identify appropriate adjustments to remain aligned with their objectives.

Our Mission

FWAG’s mission is to continually assist our clients in identifying, utilizing and transferring their families’ traditions, wealth and values among current and future generations.

Wealth with Values Preserving Your Past, Planning Your Future

FWAG was founded with the understanding that clients, after accumulating various forms of wealth, seek qualified professionals to help them navigate the various pathways to a meaningful life. Our focus is on ensuring this transition supports and preserves the cherished family traditions and values that clients have worked diligently to establish.

We are committed to addressing the financial planning needs of our clients throughout all phases of their journeys—before, during, and after significant transitions. As part of the delivery of advisory services, FWAG may collaborate with your CPA, attorney, or insurance advisors, to support a well-rounded and coordinated approach to financial guidance.

Our advisory process is proactive and designed for clients who value a methodical and educational experience. We blend logical, customized numeric planning with a deep appreciation for the emotional significance of personal goals, objectives, and family history. With our experience, we can assist clients in evaluating how and when their financial resources should be utilized to achieve their goals and objectives, making sure their financial strategies are aligned with what matters most to them.

Contact Us We Want to Hear From You

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