“A Private Wealth Services Practice”
Charting a course that works best for you
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.
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.
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.
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
Ferndale Wealth Advisors, LLC
499 Bovey Rd
Wayzata, MN 55391
425 Dockside Dr. Unit 201, Building III
Naples, FL 34110