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

FAI 2019 First Quarter Investment Commentary Webinar

FAI 2019 First Quarter Investment Commentary Webinar

2/25/2019 12:00:00 AM EST
3 weeks ago
Curt Gross, Chief of Investments Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer ...

Is An Accessory Dwelling Unit Right for Your Aging Parents?

Is An Accessory Dwelling Unit Right for Your Aging Parents?

2/22/2019 12:00:00 AM EST
3 weeks ago

Assisted living in your own back yard?

Ninety percent of seniors say they’d prefer to stay in their homes and age in place. But ...

Upcoming Events

Upcoming Events

Good Friday: FAI Office Closed

Good Friday: FAI Office Closed

4/19/2019 12:00:00 AM EDT
FAI's Office will be closed in observance for Good ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...