We strive to produce results that help our partners achieve their goals, but often are told that the greatest value we provide is Transparency, Simplicity and Peace of Mind®
Investment Advisory Services
Your individual investment policy statement will be crafted with a strategy that matches your objectives. We believe this controls risk, reduces the opportunity for behavioral mistakes and keeps you focused on your long-term investment goals.
Wealth Counseling
Our experience working with families across multiple generations gives us a unique perspective to be a strategic counselor to families, private businesses and family structures.
Family Governance
Our experience over multiple market cycles and across different organizational structures, places FWP in a unique position to be trusted counselor for individuals, families, trusts and foundations.