Individuals & Families

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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

Important Considerations When Downsizing for Retirement

Important Considerations When Downsizing for Retirement

7/9/2019 12:00:00 AM EDT
a week ago

When you think of your preparations for retirement, do they involve downsizing your life in some way? 

For most Americans, we envision our golden years ...

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

Is Your Retirement Plan ‘Able’ to Meet Your Needs?

7/9/2019 12:00:00 AM EDT
a week ago

It takes more than planning to bring a goal to life.

We’ve all been there—setting a goal we really want to accomplish, but ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT