Analysis-based financial solutions, engineered for you.

FAI-Engineers

Meticulousness is in your bloodstream and it’s been a key to your success. At FAI Wealth Management, we’re committed to providing that same level of detail in every financial plan we create on your behalf.  

Logical strategies with a personal touch. 

FAI works well with engineers because we both place high value on reason and organization—as well as on candor and trust. We utilize advanced quantitative models and well-defined procedures to identify the most suitable investments for your portfolio and we are exacting in its management. Carefully working to mitigate risk and maximize growth, we employ ongoing monitoring to actively manage your capital. And through it all, we proactively, engage, educate and communicate with you. The result?  Systematically personalized wealth management strategies that deliver efficiency, stability, and peace of mind.

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Recent News

Recent News

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019 12:00:00 AM EDT
a week ago

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years ...

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019 12:00:00 AM EDT
a week ago

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT