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

Does the Endowment Model Measure Up? – A Conversation with Richard Ennis
Reviewing what the data says and letting the chips fall where they may.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
It seems like we have been continuing to have the same debates over and over for almost 100 years.
Should We Be Tactical?
We should be open and humble about our tactical ability to add value.