Our
Insights
and Ideas
Insights
and Ideas
How we help
Wealth and Investment Counseling for Individuals, Families, Trusts and Foundations
Investment Policy Formulation, Portfolio Management
Family Governance, Trustee Counsel, Liquidity and Risk Management
All
Services
Meet our team
Fiduciary Wealth Partners (FWP) specializes in holistic investment, financial and family wealth planning. What sets us apart is what we call our experiential IP. Managing Partners Preston McSwain and Jamie Cornell each bring over 25 years of experience in the investment management, trust, private banking and family office spaces. Their practical experience, combined with the complete FWP team and its research partners, help translate complex terms, products and solutions into simple terms to enhance both outcomes and peace of mind.
"We want to make positive impacts for the lives of our clients, the professionals that we work with, and the communities that we live in"
Our Insights and Ideas
An Important Lesson for All Investors: Keep It Simple Simple portfolios consistently outperform top endowments.
Say It Ain’t So, Joe – Again For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
Crucial Elements in Wealth Management: Simplicity and Transparency More than products or models, financial advice is about helping clients reach their goals.