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.

Would you like to talk with one of our advisors?

First Name
Last Name
Email
Phone
Tell us a bit about your needs:
How did you hear about/find us?

Recent News

Recent News

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...