FAS Wealth Partners

High Net Worth Individuals and families

Our Commitment to You

Our comprehensive wealth management approach transcends traditional financial services. We understand that substantial wealth comes with unique complexities and aspirations. Our commitment is to recognize the distinct circumstances and goals of each client, prioritizing a personalized and tailored approach to your financial journey.  

From holistic financial planning to educating future generations on financial stewardship, our services are designed to ensure optimization of wealth and preservation of cherished family values. At FAS we don’t just manage money; we partner with you to elevate your entire financial experience. 

High Net Worth_Holistic Financial Planning

Holistic Financial Planning

We realize that holistic financial planning for high and ultra-high net worth clients demands a bespoke approach. Our seasoned team of Advisors collaborate with you to craft tailored solutions that align with your distinct financial goals. As your wealth partners, we consider investment management, estate planning, tax optimization, risk management, legacy planning and more. This integrated approach ensures that every facet of your wealth is strategically managed and aligned with your overarching objectives. We aim to create a comprehensive roadmap that not only grows and preserves your wealth, but also aligns seamlessly with your long-term aspirations.

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Tailored Investment Management

Our team employs a disciplined and research-driven approach to build and manage portfolios specifically tailored to you. We understand the importance of aligning your investment strategy with your financial objectives and whether you seek growth, income, or a balanced approach, our commitment is to provide you with a robust investment strategy that stands the test of time. Our client-centric approach means that your investment management experience is not only tailored, but also transparent and aligned with your expectations. 

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High Net Worth_Tax Optimization

Tax Optimization and Planning

Our comprehensive approach recognizes the unique financial landscape of high net worth clients and is designed to optimize your tax position while aligning with your broader financial goals. We help you navigate the complexities of wealth transfer strategies, aiming to minimize tax burdens and secure a seamless transition of assets to future generations. 

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Pre + Post Retirement Planning

Retirement Planning

Retirement planning is a powerful tool for high net worth individuals as it goes beyond mere financial preparation for retirement. It integrates tax efficiency, estate planning, risk mitigation, and income distribution to create a comprehensive strategy that aligns with your unique lifestyle goals. With substantial wealth comes increased complexity in financial matters. Our team of CFPs can offer you the peace of mind of knowing that your financial future is thoughtfully planned and secure, allowing you to focus on other aspects of your life and interests. 

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Education Funding

We recognize that even for those who can afford higher education tuition outright, integrating college funding strategies is a prudent financial approach. One such strategy is utilization of a 529 College Savings Plan as a tax efficient way to pay for education and serving as a valuable tool for wealth transfer to the next generation. Whether you seek to optimize tax efficiency or build a legacy through education, we are dedicated to developing a comprehensive financial plan that maximizes your savings and ensures a bright future for your family. 

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Generational Wealth Transfer

Generational wealth transfer is a comprehensive and strategic process tailored specifically to you. It goes beyond financial considerations, encompassing family dynamics, values, and the enduring impact you and your family wish to leave on future generations. From efficiently transferring complex assets, careful consideration of tax implications, asset protection, and fostering financial stewardship among heirs, we can partner with you to navigate this complex and critical planning process. 

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Legacy and Philanthropy

For those with a vision beyond their own lifetime, we offer legacy and philanthropic planning. Whether it’s creating a lasting family legacy or supporting charitable causes, our Advisors can guide you in leaving a meaningful impact that transcends generations. 

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Get Started Planning Your Future Today

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