Financial Planning with Purpose
Helping you reach your financial goals and live the life you desire.
We are a Multi-Generational Team, Serving Multi-Generational Families and Businesses
At FP Wealth Management, we have over 150 years of experience serving clients in every life stage. Many generations are represented in our advisory team as well as our client service team. We operate with a team-based approach that gives our clients comfort and care that helps take the mystery out of preparing for Today, Tomorrow, and Forever.
Whether you are just getting started planning your finances, preparing for retirement, or looking to transfer wealth to the next generation, our team is equipped to serve your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Tax Planning
Proactive tax planning to help minimize taxation and take advantage of long-term tax strategies.
Retirement Income Planning
Coordinating Social Security and pension claiming strategies with our portfolio distribution strategies to help you live in retirement with sufficient income, in the most tax efficient way.
Estate Planning
Focused planning to help coordinate wealth transfer, proper beneficiary titling, legacy planning, and charitable giving strategies.
Investment Planning
We prioritize fundamentals-based investing that is goals focused which includes: proper investment oversight, timely rebalancing, cost comparison, and tax-efficient opportunities.
Insurance Planning
Risk management planning to help ensure you have adequate insurance coverages in all areas of your life.
Business Planning
Helping business owners coordinate between business and personal finances, and providing advice to help take advantage of tax strategies while adding value to your workforce.
