How we help
Wealth and Investment Counseling for Individuals, Families, Trusts and Foundations
Investment Policy Formulation, Portfolio Management
Family Governance, Trustee Counsel, Liquidity and Risk Management
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 ® .
"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
The Road Less Traveled – Simple Alternatives
What may be thought of as a different type of edge – a simple investment alternative.
Is Top Manager Performance A Random Walk?
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
Questioning the Illiquidity Premium
Should investors discount the possibility of an illiquidity premium – potentially significantly?