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:

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You have a high concern for your family and loved ones. 

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Retirement is a major financial concern.

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You view investing as a hindrance rather than a hobby.

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You want to know your spouse will be in great hands in case something happens to you.

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You seek a trusted financial advisor to simplify your financial life.

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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.