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Fiduciary Wealth Management, LLC was founded on the premise that all clients deserve a dedicated investment professional that listens to their needs and provides unbiased investment advice. Our services are tailored to your unique needs. We provide portfolio management, estate planning, risk management, cash flow analysis and retirement planning to individuals and company sponsored qualified plans. Our mandate as investment fiduciaries is to serve your needs without compromise.
OUR MISSION: FWM endeavors to provide investment fiduciaries, retirement plan participants and individual investors educational, planning and investment tools to assess, define and pursue their financial obligations and goals in a relationship emphasizing accountability, transparency and common purpose.
OUR PARTNERS: An important piece of achieving these goals is selecting partners that provide flexible and efficient capabilities in support of FWM and our clients.
Schwab Advisor Services is our preferred custodian for client accounts for which we provide advisory, oversight and/or reporting services. Schwab Advisor Services serves more independent registered investment advisors than any other custodian and holds more assets under management than any other custodian. Schwab Advisor Services provides clearing, execution and a variety of reporting solutions on behalf of FWM to our clients.