FAS Wealth Partners – Bob Stein Presentation
Below is a recording of the live presentation we hosted last week with Bob Stein, an award-winning e...
08 September, 2023
Expertise & Objectivity® for over 40 years
Fixed Fee and Fee-Based Engagement
Partnership. Not Products.
FAS Wealth Partners is ranked in the Elite 200, the nation’s largest registered investment advisers (RIA), by Financial Advisor Magazine.*
Experience Expertise and Objectivity
THE PARTNERSHIP
We believe the client relationship is the firm's most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals.
Meet Our PeopleTHE PLAN
Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives.
More About PlanningTHE PORTFOLIO
FAS does not represent a specific investment company or sell a specific set of products. Serving families for over 40 years and operating with a fiduciary duty, you can place trust in FAS to make recommendations and investment decisions which are suitable and aligned with your plan and goals.
More About InvestingGet Started Today
FAS commentary and FAS news
FAS Wealth Partners – FA Magazine 2023 Press Release
“Our sustained growth is attributed to the loyalty of our valued clients,” said Tom Meier, Manag...
28 August, 2023
FAS Market Update May 2023
A default by the U.S., meaning the government would be unable to meet its financial obligations, wou...
19 May, 2023
FAS Market Update May 2023
A default by the U.S., meaning the government would be unable to meet its financial obligations, wou...
01 May, 2023
*Please note that past performance is not indicative of future results. This recognition should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results should they choose FAS Wealth Partners to provide investment advisory services, nor should it be construed as a current or past endorsement of FAS. FAS has not made any payment for or in anticipation of this recognition; however, has paid for the right to display this recognition. The recognition is not based on evaluations of FAS by any of its clients. The survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2021, to be included in the print edition of Financial Advisor Magazine’s 2022 RIA survey. We encourage you to contact Financial Advisor Magazine if you would like additional information regarding their process or methodology.