Fiduciary Wealth Management, LLC
4604-H Pinecrest Office Park Drive
Alexandria, Virginia 22312
(703) 242-1231/office
(703) 649-6161/fax


 

Investment Management

Why does an investment management solution make sense for me?

Experience

  • Our portfolio management team has broad experience in navigating diverse market environments since 1994
  • Our team of professionals has on average 20 years of experience in designing and implementing investment portfolios on behalf of clients

Individual Account Management

  • You will have your own portfolio of securities with your own cost basis which is tailored to your specific risk tolerance
  • Enables more efficient tax management and control over investment selection

Fiduciary Relationship

  • As a Registered Investment Advisor FWM acts as a fiduciary on your behalf
  • Client and advisor are "on the same side of the table"
  • Compensation derived from asset values, not commissions on transactions

Transparency

  • All costs are fully disclosed
  • Each holding and transaction are reported to you immediately
  • Comprehensive monthly reporting showing realized gains and losses and all transactions and associated costs
  • No guesswork

Financial planning and investment management services offered through Fiduciary Wealth Management, LLC (FWM), a Registered Investment Adviser

 

 

 

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