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

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.