Fitzgerald Wealth Strategies operates as a boutique wealth advisor operating under the umbrella of Solutions 4 Wealth.  Solutions 4 Wealth is a Registered Investment Advisor (RIA) located in Southlake, TX.  Through this partnership, Fitzgerald Wealth Strategies’ clients have access to multiple investment platforms including Fidelity, Schwab, Envestnet, and others.  Each platform offers a vast wealth of investment products as well.   With this flexible structure Fitzgerald Wealth Strategies provides personalized investment management for each of our clients, incorporating access to alternative forms of investing when there is interest.  We also strive to present innovative ideas and concepts to further personalize the investment approach for our clients.

Like most of our peers, we know how to build portfolios.  At Fitzgerald Wealth Strategies, however, we focus portfolio construction on the more important goal of positively contributing to the financial security that every family desires.  We strive to build a portfolio for our clients that will serve as a durable, multi-generational cornerstone of their financial plan. This requires more than simple investing acumen, rather we create an understanding of our clients requiring empathy and trust.  Building a deep relationship is made possible with our unencumbered communication, dedicating time and attention to detail throughout every aspect of the relationship. We do not seek clients – we seek positive, productive, lifelong relationships.

We analyze and evaluate the clients current investment situation as well as the level of diversification within the Client’s present portfolio.  Utilizing analytical tools we compare the current portfolio risk and return in contrast to other investment allocation options and evaluate whether the current portfolio is in line with the clients wants needs and goals.  We will also provide strategies to further diversify the portfolio and therefore reduce excess risk while targeting the current level of portfolio return, or seek a higher portfolio return by restructuring the investment allocation, sectors and investment vehicles while still minimizing overall portfolio risk.