Plainfield, CT Office
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FCIG Wealth Management, LLC
Team
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About
FCIG Wealth Management LLC serves individuals (including high-net-worth clients), as well as corporations and business entities, offering wealth management that combines discretionary asset management and financial planning. The firm typically charges asset-based management fees and uses sub‑advisors and a third‑party platform to manage both custodial and held‑away assets (401(k)s, 529s, HSAs) on a discretionary basis.
Investment programs are tailored to clients’ objectives, time horizons and risk tolerances, with appointed sub‑advisors implementing strategies that can include long- and short-term purchases, option strategies, ETFs, mutual funds, and, when appropriate, private fund investments. FWML conducts at least quarterly account reviews, provides financial planning at no additional fee for wealth management clients (or as a standalone flat‑fee engagement), and documents client goals and restrictions in profile forms.
Several of the firm’s investment adviser representatives also act as licensed insurance agents and provide tax and accounting services, a cross-practice arrangement the brochure identifies as a potential conflict of interest and which the firm says it mitigates through disclosures and its Code of Ethics. Founded in 2024, the firm manages roughly $282 million in discretionary assets, routes portfolio management through sub‑advisors, and caps combined advisor and sub‑advisor fees at no more than 2%.
Based on FCIG Wealth Management, LLC
Expertise
Based on FCIG Wealth Management, LLC
Location
94 Norwich Road
Plainfield CT 06374
Advisors at this office
4
Advisors at this office
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