Individuals & Families

Individuals & Families Lt Green Icon

The transitions we undergo in life come in all shapes and sizes. They can range from the most joyous to the deeply heart-wrenching.

We’re prepared for some while others come as surprises. Whether you’re in the midst of a profound personal change or want to be prepared for your family’s next chapter, FAI Wealth Management will help you manage the ups and downs with confidence. When you need sound guidance with important fiscal issues such as financial planning, retirement planning, investment management, and legacy planning, we hope you’ll turn to us.

Your future is calling. Will you be ready?

Collage of Life Themes

We realize the financial needs of families can be varied and challenging, and so can the dynamics. We assist individuals, couples, and families of all types and ages, helping them make smart decisions in preparation for the inevitable changes that life brings. And just as no two people or families are alike, our approach to wealth management is as individual as you are.

Protect. Grow. Thrive.

We deliver the financial solutions that will shape your tomorrows so you can focus on the things that matter today. Turn to FAI’s caring, highly qualified advisors for assistance with all of life’s transitions:

  • Personal Relationships: Have you married, divorced, or become widowed and are uncertain about next steps?
  • Family: Are you concerned about a family transition such as how to best care for an aging parent?
  • Job: Are you approaching retirement or considering an encore career?
  • Real Estate: Has a vacation home caught your eye or is downsizing on your mind?
  • Age: Has an age-based transition milestone prompted new concerns about your financial future?
  • Assets & Income: Have you been the recipient of an inheritance or other windfall?   
  • Legacy Planning: Are you considering charitable giving or gifting to family members?

For all of these situations and many others, FAI specializes in developing individually designed financial solutions for the changing circumstances that accompany life’s many seasons. Together, we’ll create a plan for your financial peace of mind.

Recent News

Recent News

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...