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


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

What To Do About Inversions
It is not easy and requires a lot of active discipline and fortitude.
The Simple Alternative – Keeps On Winning
The evidence continues to suggest that we should work harder on being simple.
The Normal Steady Hand
We do not know how long this current crisis will last and our prayers are with all who are suffering. From an investment point of view, however, we continue to suggest what we have written before.