A Private Wealth Services Practice

Charting a course that works best for you

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.

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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.