“A Private Wealth Services Practice”

Charting a course that works best for you

Our Firm

Welcome to Ferndale Wealth Advisors, LLC an Independent Wayzata, Minnesota based Financial Consulting Firm. Our firm provides wealth advisory service to individuals, families and retirement plans.

Our Six-Step Client Process

At Ferndale Wealth Advisors, LLC, we provide our clients with support and guidance in planning for the future.  FWA follows a specific six-step Process.

Three Main Core Competencies

Our firm – Welcome to Ferndale Wealth Advisors, LLC an Independent Wayzata, Minnesota based Financial Consulting Firm. Our firm provides wealth advisory service to individuals, families and retirement plans.

Customized Solutions

Each client’s situation is unique requiring customized solutions.  With the client completion of our specifically designed FWA Confidential Investor Profile, the foundation for the development of a successful investment plan, we are in position to initiate phase one of the investment process.

We Listen

At FWA we listen, with an open mind and a concentrated focus, to the clients expressed needs and expectations. Our goal is to provide unbiased advice and to deliver solutions addressing the needs of our multidimensional clientele base.

Trusted Relationships

With over 40 years of experience in the Financial Service Industry we feel extremely confident in our abilities to provide for our client’s the highest level of service and personal attention. A trust relationship between the client and the advisor is paramount and definitely the cornerstone necessary to sustain a long-term association.

Check the background of investment professionals on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of  AZ, CA, FL, IA, KS, MN, NY, TX, & WI. No offers may be made or accepted from any resident outside the specific states referenced.
Diversification and asset allocation strategies do not assure profit or protect against loss.

Owen V. Kane
President/Managing Partner
Ferndale Wealth Advisors, LLC
499 Bovey Rd
Wayzata, MN 55391
P/F: 952-288-2860

425 Dockside Dr. Unit 201, Building III
Naples, FL 34110
P: 239-596-7142
okane@okanefwa.com

Copyright © 2022
Ferndale Wealth Advisors, LLC