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

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.