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

You Can Keep It Simple
Simple portfolios continue to consistently outperform top endowments.
Say It Ain’t So, Joe – Again
For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.
Crucial Elements in Wealth Management: Simplicity and Transparency
More than products or models, financial advice is about helping clients reach their goals.