Who We Serve

Learn about the individuals & families we help.

Who is a typical Fonville Wealth Management client?

Our typical client is someone age 45 plus, who is family focused and prefers to delegate financial responsibilities.

In addition, you are likely a good fit if you:

 

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Are concerned about planning for retirement and creating income in retirement.

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Want to know that your spouse will be in not only good, but great hands.

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View investing as a hindrance rather than a hobby.

You Want Financial Security in Retirement.

We have a strategy to get you there.