Wealth Management Services

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Planning for a secure retirement, achieving financial comfort, taking care of family, making sure children  (or grandchildren) get an education, are extremely important issues.

Yet, you may feel unprepared and ill-equiped to deal with all of them in a coordinated, knowledgeable way.

Here’s how we help you:

 

  • Gain clarity on what goals and dreams are possible.
  • Learn powerful insights to help you better align your financial resources with your goals.
  • Get a personal relationship with a financial planner you can trust so you can enjoy your one best financial life!

Financial Planning

Your life is like a cross-country road trip, but a lot more complex.

To successfully reach your destination, you need two things: a GPS (your financial plan) to guide you, and a lot of gas (your investment portfolio) to power you through the ups and downs of your life before and during retirement.

Just as a GPS helps you reach your destination faster, financial planning with Fonville Wealth Management is designed to help you make smarter decisions so you can accomplish more.

We start by asking intelligent questions, we’ll learn about your life, family and finances, and we’ll tailor wealth solutions to meet your personal needs.

Investment Management

Of course, the best GPS system in the world is useless if you don’t have enough gas to get to your destination. Similarly, your investments will be responsible for powering you through life’s journey.

That’s where Fonville Wealth Management’s team of independent investment experts comes in. We’ll work together to build your portfolio and manage your investments. As a result, we’ll help you have the money you need to achieve the life you want most.

And with an investment management approach back by over 10 Nobel Prize winning economists, we’ll always keep an eye on your money, to help you avoid running out of gas.

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A Personal Relationship

Your life and goals will change. There will be roadblocks, tolls, and great destinations along the way.

That’s why we work in concert with our team of subject matter experts in the areas of tax, insurance, estate planning, and investing to make sure all aspects of your financial life are being addressed.

You’ll receive face-to-face reviews on a regular basis and we’ll constantly monitor your progress along the way.