Who is a typical Fonville Wealth Management Client?
Our typical client is someone age 45 plus with $500,000 or more in investable assets.
In addition, you are likely a good fit if:
You have a high concern for your family and loved ones.
Retirement is a major financial concern.
You view investing as a hindrance rather than a hobby.
You want to know your spouse will be in great hands in case something happens to you.
You seek a trusted financial advisor to simplify your financial life.
You want an conservative investment plan custom designed to last for the rest of your life, rather than short-term speculative trading that may or may not work.