Why FPA
We aspire to have a lasting and compounding positive effect on our community by playing a guiding role in the lives of our clients. We help a select group of clients and their families pursue their passions and live a life of significance.
We coach and advise our clients through life’s many transitions and challenges including planning for retirement, funding for education and transferring assets to loved ones. As a client of FPA Wealth Management, you benefit not only from our broad range of services and strategies but also from our commitment to family-centric values and honest communication.
Whether your financial journey is just beginning or you are pursuing your next financial milestone, we work with you to develop and implement strategies tailored to your individual needs while providing ongoing guidance and monitoring as you strive for financial independence.
Why you should work with FPA Wealth Management:
- We continually strive to provide a personalized, “Ritz Carlton” like experience to our clients.
- We believe the foundation of the relationship we have with each client is based upon guidance and service, not product sales or transactions. We provide Advice for Lifesm.
- We believe that our Independence is the most important factor in allowing us to be independent in our guidance. We do not work for a parent company, so we can truly work for you and your family.
- We purposely structured our fees for our guidance and advice to allow us to “sit on the same side of the table” as our clients. Our goal is to have your best interests at heart.
- We understand that your trust is born from advice based on real world experience and education. FPA’s team of 14 Professionals boast over 279 combined years of experience in the financial industry and over 15 advance degrees and designations.
- We take a team approach to wealth management. We believe that the whole can be greater than the sum of its parts and when people work together for a common good, the possibilities are endless.
- We utilize your Wealth Plan as our road map, not a sales tool. All of our guidance and advice revolves around, and ties back to your aspirations, goals and dreams.
- We leverage technology to allow us to organize and simplify your financial life. We provide our clients with their very own personal financial website, called WealthVision, which allows each client to know where they are today and where they are in relation to their goals and dreams.
- We do not want to be all things to all people. We strive to develop holistic, lifelong relationships with a select number of clients.