The Partnership

The partnership

Our Commitment to You

We offer partnership, not products. Our mission is to create a lasting, dynamic, and collaborative relationship with you, built on trust. We believe in getting to know you – your aspirations, your values, and your unique financial journey. With that knowledge, we explore all facets of holistic wealth management to help you reach your goals.

What To Expect

Client Centric Service

Your well-being is our priority. With rich legacy spanning over 40 years, we thrive on delivering exceptional service that ensures your satisfaction and nurtures lasting relationships. We invest time to deeply understand your distinct needs and align our approach with your core values. Our dedicated team is always at your service, ready to respond promptly, proactive in anticipating your needs, and committed to providing empathetic support that places your needs at the forefront.

Holistic Wealth Management

We understand that true wealth is not only about maximizing returns, but also about realizing your unique life goals and aspirations. Our approach encompasses all aspects of your financial life and integrates financial planning, tailored investment management, tax optimization, estate planning, and risk management to create a cohesive strategy that evolves with you over time. We emphasize long-term perspective and adaptability, ensuring that your personalized financial plan remains robust even in the face of life’s uncertainties.

Collaborative Team

With diverse backgrounds and specialties, our experienced and passionate team comes together to provide you with well-rounded financial guidance. With us, you’re not just working with one Advisor – you have a dedicated team committed to your financial success. Our clients are served by highly credentialed professionals including Certified Financial Planners™, CFAs, CPAs, MBAs, and Estate Planning Attorneys who are committed to developing and implementing solutions to help you achieve your goals.

Trust and Transparency

Trust and transparency are our cornerstones. As fiduciaries, our commitment to transparency and clear, honest guidance is unwavering, creating a foundation of confidence and reliability in every aspect of your financial journey with us. We understand that you are putting your trust and finances into our hands, and we promise to serve you with unwavering integrity.

the plan

Comprehensive Financial Planning: Our Proven Process

At FAS we’re not just financial planners; we’re your trusted partners on the path to elevating your financial well-being. Our seasoned team of Certified Financial Planners (CFPs™) works closely with you to meticulously craft, implement, and manage your comprehensive financial plan to simplify the complex landscape of financial decisions and optimize your wealth.

The Portfolio

Investment Management Approach

Our sophisticated investment management strategy is shaped by your objectives and risk tolerance. We adhere to a disciplined, unbiased approach rooted in fundamental principles, not fleeting trends.

Who we serve

Our Mission: Helping You Achieve Your Goals

We serve high and ultra-high net worth individuals and families, executives and professionals, retirees, business owners, and those looking for fiduciary guidance for their unique wealth needs.