FAS Wealth Partners

Investment Management

Partnership. Not Products

At FAS your goals are the cornerstone of our approach, serving as the North Star that guides our efforts. We believe in investing time to truly understand you, ensuring that our strategies are not just aligned, but intricately woven into your unique vision for the future. 


Our commitment to you: 

Advisor-Client Partnership
We cultivate long-lasting relationships with our clients, built on trust and a shared commitment to financial success. Your dedicated Advisor works closely with you to navigate the complexities of the financial markets, identifying opportunities that align with your objectives. 

Portfolio Management
Our seasoned team meticulously builds an investment portfolio that reflects your risk tolerance, investment objectives, and time horizon. For some, that may include the addition of carefully selected alternative investments, offering unique investment opportunities.  

Proactive Risk Management
In the dynamic world of investments, risk is inherent. We take a proactive approach to risk management and look for ways to mitigate potential downside while optimizing risk adjusted returns. 

Unbiased Portfolio Construction
Unlike restrictive ‘buy lists’ or ‘recommended lists,’ we have the flexibility to choose from the entire universe of investments. This ensures that your portfolio is curated with a singular focus – your financial success. The result is a portfolio free from proprietary products, commissions, or outside influence. 

Ongoing Monitoring
The financial landscape is dynamic, and we recognize the need for adaptability. We monitor your portfolio attentively, making adjustments as needed to align with changes in the market or your evolving financial goals. 

Responsive to Change
As the market fluctuates or your goals evolve, we are poised to make swift, informed changes to your portfolio and investment plan. Your financial success is a journey we navigate together, adapting to the twists and turns along the way. 

Concierge Service
We pride ourselves on a level of service that goes beyond expectations. Our team is dedicated to providing personalized attention, ensuring your needs are met with the utmost care and efficiency. 


At FAS, we are not just investment managers; we are dedicated partners in your financial journey. Experience a client-focused approach where transparency, unbiased advice, and a commitment to your success define every interaction. 

Financial Planning

At FAS, we believe that a robust financial plan is the cornerstone of effective investment management and portfolio construction. Our holistic wealth planning approach is designed to align investment strategies seamlessly with your individual goals and aspirations. Discover how our commitment to a comprehensive financial plan can elevate your wealth management experience. 

Get Started Planning Your Future Today

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