Our Wealth Management Services

Strategies to Meet Your Goals

FINANCIAL PLANNING

After the initial no-cost consultation we will design a strategy to assist you in taking the steps needed to achieve your financial goals.

GOAL-BASED INVESTMENT MANAGEMENT

As an independent, fee-based and employee-owned financial boutique, FAS has the flexibility to develop an investment strategy which is not only free of conflicts but one which is suitable to your individual level of risk and financial goals.