Industry Professionals

Industry Professionals Rust Icon

At FAI Wealth Management, we believe that integrated planning yields the best results. We regularly coordinate with an extensive network of trusted professional advisors such as estate planning attorneys, CPAs, and insurance consultants.

That efficient, unified decision-making allows us to create advantageous plans that address our clients’ overall financial objectives. These extended relationships are essential to fulfilling our mission of providing holistic wealth management solutions for the individuals, families, and businesses we serve.

Smart, collaborative partnerships that work.

FAI is always seeking to forge new relationships with other quality industry professionals so that we can continue to offer a full complement of value-added services to our clients.  Please contact us to learn more about our Industry Partners program.

Recent News

Recent News

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...