Why FWM?Retirement is the biggest financial decision you will make.
We Specialize in Retirement Income Planning
As you Personal Chief Retirement Officer, we help you put together the pieces that go into a retirement income plan with the skill and precision that other financial planners don’t have. We’re a specialist. Not a generalist.
We Help People Just Like You
Most of the clients we serve are aged 50 and over and have at least $1 million in investable assets. Working with similar clients helps us provide better advice.
Investment Philosophy Basd On Logic, Not Luck
We implement an evidence based investment philosophy backed by over 10 Nobel Prizes in Economics. This helps us provide more reliable outcomes when it comes to managing your investment risk and return.
We Limit Our Client Base
Would you want a financial advisor who cares more about the number of clients they have than the quality of the advice they give? Of course not. That’s why we limit our client base to no more than 50 families per advisor so we have more time to focus on your needs and goals.
We are Independent and Fee-Only
As an independent investment advisor, we always act as a fiduciary. This means you’ll always receive advice that is in your best interest. As a fee-only advisor, we are fully transparent and never recommend products that pay us a commission.
We Guarantee Our Services
We’ll refund any fees you have paid us within the first 6 months of our relationship if you are unhappy with our services for any reason.
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