A complete list of active advisors currently associated with FWI Wealth Management LLC

Warmer can help you find a great advisor at FWI Wealth Management LLC or one who fits your needs even better.

FWI Wealth Management provides financial planning, investment management, selection of separately managed portfolios, retirement plan advisory, and small-business consulting to individuals, retirement plans, trusts, estates, charitable organizations and other business entities. With roughly 23 clients and about $60.4 million in assets under management, the firm generally prefers clients with at least $400,000 in investable assets and offers both ongoing advisor-led relationships and one-time planning engagements. The firm combines fundamental and technical analysis to implement strategic and tactical asset allocation, diversification, and risk-management strategies, and it manages accounts on both a discretionary and non-discretionary basis. It also recommends and monitors third-party managers and may modify strategies to address special situations such as low‑basis stock, stock options, inheritances, or closely held business interests. Compared with many peers, the firm routinely conducts investment education seminars and enrollment meetings for retirement plan participants and offers a formal small-business consulting service that reviews income statements, cash flows, processes, and human resources to improve business financial efficiency. These practice features, delivered within a relatively small, focused client base, support hands-on monitoring of managers and personalized implementation for plan sponsors and business-owner clients.

To learn more about the advisors currently working at FWI Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.