Other Transitions

when life transitions, will you be ready?

Families undergo many different transitions, but there are other life changes that keep us on our toes, too. Each age milestone we reach comes with its own unique set of adjustments, and retirement opens up a new phase in our lives. When life changes, our monetary situation often changes, too. At FAI Wealth Management, we work with our clients to develop smart financial strategies that balance personal objectives with life’s many transitions. Whether retirement is on the horizon or you’ve got your eye on a stunning second home, we’re here to help you with personalized support and sound financial guidance.

FAI Wealth Management can help keep you grounded when you find yourself overwhelmed with questions about:

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.