Our
Insights
and Ideas
Insights
and Ideas
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
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 ® .
"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 A different type of edge – a simple investment alternative.
Beware of Sharpe Objects When Sharpe Ratios presentations look too good, it pays to ask sharp questions.