Financial Planning & Wealth Management

When a new client begins working with us, we conduct a review of their financial data, goals, and individual circumstances to identify the planning strategies that suit their needs. We offer expertise across many areas of financial life. 

We view financial planning as a dynamic process that evolves with your life and circumstances, rather than a static document to be filed away. Our planning efforts are carefully timed to align with each stage of your journey to help implement relevant strategies when they are needed most.

Our process begins with an analysis of your current financial situation, including cash flow, debt, reserves, insurance, investments, retirement goals, and your tax history. We provide planning thoughts and options covering these core components. Additional specialty planning—such as education funding, estate planning, or special purchases—is incorporated when appropriate, forming a standard part of our holistic approach.

FWAG bases its fee on a percentage of assets under management or a fixed minimum fee. When working with family members across generations, we apply a coordinated fee schedule. We consider all family members to be integral participants in the wealth management process.