FAS Wealth Partners

Our Services

Strategies to Meet Your Goals

Your financial well-being is our priority. We address every facet of your financial life, navigating the complexities of wealth to help you reach your goals and attain true peace of mind. 

Areas of Expertise


Financial Planning 

Comprehensive financial planning paves a clear path towards achieving your goals and aspirations. Our team of CFPs™ works closely with you to assess your unique situation and tailor a plan to optimize your wealth.  LEARN MORE >>


Investment Management 

We provide tailored investment strategies designed to meet your goals. Our disciplined investment philosophy is firmly grounded in well-established financial principles that prioritize fundamentals over passing trends.  LEARN MORE >>


Estate Planning 

Estate planning is integral to asset protection and legacy planning. We collaborate with your estate planning attorney to ensure that your wishes are met, and that your wealth benefits your loved ones as intended.  LEARN MORE >>


Tax Strategies 

Effective tax planning preserves more of your wealth. Our tax-planning strategies cover diverse areas, aiming to minimize tax liability and optimize tax-efficient investment and withdrawalsLEARN MORE >>


Business Services 

Financial planning for business owners is key for long-term wealth accumulation. We navigate complexities such as 401(k) fiduciary services, business exit, estate planning, and more to ensure your financial success.  LEARN MORE >>


Education Planning 

If your goal is to implement college funding strategies for your loved ones’ education, we can guide you in making informed decisions and exploring tax-efficient methods for financing higher education.  LEARN MORE >>


Risk Management 

Assessing and mitigating risk is essential for safeguarding your wealth. From balance sheet risk, portfolio risk, and life events, we help you plan effectively, ensuring financial security and success.  LEARN MORE >>

Find Out How We Can Help

Who We Serve

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. 

The Partnership

As your wealth management ally, we aim for lasting connections, spanning market cycles and generations. We prioritize client experience through communication, transparency, trust, and objectivity.