Fiduciary Wealth Partners
FWP does not believe in implementing allocation models. Investment plans should be about achieving a client’s goals, and not based on the models of others.
We create individual investment policy statements and apply our process to craft a strategy that matches individual objectives.
Investment Advisory Services
- Educational Based Investment Advisory
- Analysis of Current Financial and Investment Plan
- Goals, Needs and Objectives Review
- Asset Allocation and Liquidity Analysis
- Formulation of Investment Policy Statement
- Portfolio Construction and Management
- Consolidated Investment Reporting