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Our Services - Fiduciary Wealth Partners
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our-services-icon
We strive to produce results that help our partners achieve their goals, but often are told that the greatest value we provide is Transparency, Simplicity and Peace of Mind®

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Investment Advisory Services

Your individual investment policy statement will be crafted with a strategy that matches your objectives. We believe this controls risk, reduces the opportunity for behavioral mistakes and keeps you focused on your long-term investment goals.

  • Formulation of Investment Policy Statement
  • Goals, Needs and Objective Review
  • Evidence Based Portfolio Management
  • Asset Allocation and Liquidity Analysis
See full list

Wealth Counseling

Our experience working with families across multiple generations gives us a unique perspective to be a strategic counselor to families, private businesses and family structures.

  • Family Governance
  • Family Counsel and Board Governance
  • Investment Counseling and Education
  • Family Office Services
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Family Governance

Our experience over multiple market cycles and across different organizational structures, places FWP in a unique position to be trusted counselor for individuals, families, trusts and foundations.

  • Strategic Management of Family Wealth
  • Family Governance Structures
  • Advisory Team and Decision Support
  • Reporting and Analysis
See full list

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