Our
Insights
and Ideas

How we help

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Wealth and Investment Counseling for Individuals, Families, Trusts and Foundations
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Investment Policy Formulation, Portfolio Management
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Family Governance, Trustee Counsel, Liquidity and Risk Management

All
Services

Meet our team

Fiduciary Wealth Partners specializes in holistic investment counseling, family office governance, and integrated wealth planning.  What sets us apart is what we call our experiential IP.  Our Managing Partners, Preston McSwain and Jamie Cornell, each bring over 25 years of experience in the investment management, trust, private banking and family office spaces.  The practical experiences of our complete FWP team, combined with our Research Roundtable partners, is focused on helping clients translate complex terms, products and solutions to enhance positive outcomes and bring Transparency, Simplicity and Peace of Mind ®.

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"We want to make positive impacts for the lives of our clients, the professionals that we work with, and the communities that we live in"

Our Insights and Ideas

Do The Kingmakers Have Clothes?
Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.
Private Investment Questions and Issues to Consider
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
Is Smart Beta Smart?
Smart beta sounds smart but is it?