Smart solutions don’t have to be complicated.

In fact, the savviest approaches are often the simplest.
Why make your finances more complex than they need to be?

Financial planning can seem ambiguous and unpredictable.

The mere thought of it may leave you feeling a little overwhelmed. You already have a full plate and the last thing you need is more headaches, right? The good news is that financial planning can also bring peace of mind, clarity and confidence—you just need the right partner to get you there. Whether you’re in your peak earning years and focused on building wealth for the future, or you’re a seasoned retiree seeking to protect and enjoy your hard-earned assets, we offer transparent, professional advice that’s tailored just for you.

It’s about your life, not just your money.

At FAI Wealth Management, we understand that life has a way of happening. Crises, milestones and surprises all have their place. With our best-in-class financial guidance that combines thoughtful expertise with prudent foresight and maximum resiliency, you can triumphantly face whatever comes your way.

Are you:

Seeking a safe and productive investment style?

View our services.

Seeking a time-tested asset allocation strategy for your retirement?
Confronted with a major career transition?

Grappling with the loss of your spouse?

View our services for survivors.

Concerned about an aging parent’s waning independence?

View services for clients with aging parents.

Considering downsizing?
Or upsizing?

View services for clients in transition.