Fire Wealth Management, LLC

Fire Wealth Management LLC is a fee‑only, state‑registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals (including high‑net‑worth clients), medical professional families, small pension and profit‑sharing plans, and business entities. Its service menu includes integrated financial planning, retirement cash‑flow planning, professional in‑house investment management, 401(k) liaison services for small practices, and educational e‑newsletters and blog content.

The firm generally implements a passive, buy‑and‑hold investment approach using mutual funds and ETFs (predominantly index funds), constructs portfolios consistent with written Investment Policy Statements, and provides periodic rebalancing and ongoing discretionary management. Financial planning engagements follow a structured process—using financial‑planning software to develop an Initial Foundation Plan and scheduled review meetings with documented action items.

Noteworthy aspects that distinguish the firm from many peers are its regular publication of e‑newsletters and blogs and an affiliated, fee‑generating tax‑preparation business operated by the firm’s principal, which the brochure discloses as a potential conflict of interest and notes consumes substantial time during tax season. The adviser also emphasizes a niche focus on medical/physician families and provides 401(k) liaison support for small employer plans, operating as a small, two‑advisor practice managing about $57 million for roughly 66 clients.