top of page
INDIVIDUALS

Private Wealth Management

High-touch, proactive service to make sure everything is working together

FMI PRIVATE WEALTH MANAGEMENT

For clients looking for the highest level of advice and service

Don’t just check boxes on your dreams – live them.

 

Our most comprehensive service for individuals and families looking to work with an advisor in a true professional partnership to reach their full financial potential. We take a proactive approach in delivering customized advice in all areas of wealth management

A HOLISTIC APPROACH

Aim Higher and Take Greater Control of Your Financial Future

icon-strategy.png

We create an investment strategy strengthened by financial planning.

icon-education.png

We provide education for you to make better decisions toward better outcomes.

icon-bricks.png

We help build on your success.

icon-protect.png

We help protect what you have earned.

icon-process.png

We put best practices to work for you.

What's Included:

Weekly Market Commentary

FMI Financial Tools

Customized diversifed portfolio

Advanced tax savings strategies

Unlimited financial planning

Extended business hours

Comprehensive financial plan

Budgeting Support

Loan Payment Strategies

Portfolio Evaluation

Insurance Assessment

Estate Planning Review

Legacy & Succession Planning

Collaboration with advisory team – estate, tax, insurance, and lending

MORE SERVICES
chess-edit (1).jpg
Financial Planning

Save time and money by making the right decision the first time

family-beach (1).jpeg
Investment Management

To give you time for the more important things in life

officemeetig (1).jpeg
Business Programs

Manage the financial health of your business and your employees

Let’s talk about your best opportunities.

Schedule an intro call so we can learn more about each other and assess your financial situation.

bottom of page