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Experience Tailored Solutions That Begin With You

True wealth management is never one-size-fits-all.

At The FWP Group, we work to maximize your results through our 5-step wealth management process, which consists of investment consulting, advanced planning and ongoing relationship management.

Our Wealth Management Process:

Step 1:

Discovery Meeting

We’ll begin with a conversation about you and the things you hold most dear - from your passions to your goals, we’ll discover how we can best work together.

Step 2:

Investment Planning Meeting

During this time, we will replay our understanding of your situation, assess the current state of your needs and the objectives you outlined.

Step 3:

Mutual Commitment Meeting

It’s important to us that there is both a mutual fit and understanding when it comes to the recommendations presented. We will confirm your commitment and address any questions you may have.

Step 4:

45-Day Follow-Up Meeting

Some time after the implementation of your plan, we will further discuss your strategies and organize your account paperwork.

Step 5:

Regular Process Meeting

Over time, we will review the progress of your plan and implement any adjustments and advanced planning, as needed.

Remaining On Track For the Long-Term

Once we’ve built and implemented your comprehensive, personalized solutions, our line of communication will remain open in order to ensure your plan remains on track. 

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