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We strive to improve our world by providing “advice for life” to help people better use their wealth in pursuit of their passions while inspiring them to lead more fulfilling lives.

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

FPA Wealth Management

FPA Wealth Management is dedicated to providing "advice that changes lives" to a select group of families, executives and business owners. We guide you down the path towards your goals by offering personal services, comprehensive strategies and trusted advice, just as we have done for families, and companies like yours for the past 40 years. We invite you to learn more about how we can help you work towards your goals and pursue your passions.

Helpful Content

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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