FAI-Family Tree

Create stability for your family tree.

In the movie of your life, your family is probably in every scene. We understand that your concerns about your money are rooted in the concern you have for your loved ones. You want to ensure that your spouse and children are cared for, you think ahead to future generations, and you’re worried about your aging parents. Family considerations expand our planning to take on a much wider range of life events than those that apply just to us. At FAI Wealth Management, we work with our clients to plan, prioritize, and balance individual financial objectives and collective family goals. Whether you’re overjoyed about your first grandchild or apprehensive about your parent’s waning independence, we’re here to help with sound financial guidance and caring, personal support.

FAI Wealth Management is rooted in family. Let us help you make a meaningful financial impact on the lives of your loved ones. For more information and to access our Free eBooks, click the applicable links below:

Recent News

Recent News

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
6 days ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Moving to a Retirement Community? Do Your Homework First

Moving to a Retirement Community? Do Your Homework First

12/27/2019 12:00:00 AM EST
3 weeks ago

If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.