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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.

Video Library

Video Library

Browse through our video library to learn more about a host of relevant and timely topics.

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FPA Owner Transitions: Exit Planning Strategies 

FPA Owner Transitions: Exit Planning Strategies 

We can create a tailored approach to your exit plan, which includes working with your existing advisors to develop and carry out your plans. Find FPA Owner Transitions' blog here

Exit Map Assessment
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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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.

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