- First and foremost our goal is simple, just do the right thing.
- We are an independent wealth services group.
- We provide a comprehensive professional approach to client goals.
- We listen carefully to the clients expressed needs and objectives.
- We provide service that strives to surpass the client’s expectations.
- Effort, ethics and expertise are an integral part of our business.
- We are dedicated to maintaining client satisfaction.
- Ferndale Wealth Advisors, LLC is a firm held to strict fiduciary duty.
- Securing a comprehensive client profile is a critical component of our process.
- We create, implement and monitor the client’s unique investment strategies.
- We focus on clearly understanding the client’s tolerance for risk.
- The firm and client trust relationships are paramount and a prerequisite to success.
- Client requirements are unique and require prudent evaluation and strategies.
- We provide a realistic approach to client needs and concerns.
- Our focus on investments, financial and estate concerns is narrow but efficient and effective.
If you find our goals a match to your concerns then we would welcome an opportunity to establish the initial prospective client interview. We consider the comprehensive interview and completion of FWA, LLC Confidential Investor Profile form paramount, in determining our capabilities in professionally addressing our client’s intermediate and long-term goals and objectives.
Ferndale Wealth Advisors, LLC is always willing to accept differences, imagine more possibilities, to keep confident our word and at all times to seek wisdom and value the truth.
What matters to you, matters to us.
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