We created Fitzgerald Wealth Strategies, L.L.C. based upon the core belief that formulating a personalized set of goals for each client which translate into a customized financial  plan provides a sense of comfort and security.  As an independent Wealth Advisory practice we are able to put the client first and build a personalized suite of financial services around their personal core principals concerns and philosophy.  Every person we meet has their own story and personal experiences which have formed their unique philosophy on life and helps to determine their needs, goals, and concerns.  We add value through our in-depth financial planning services which provide you with the resources you need to meet your retirement, education, insurance, tax and estate planning goals.  We are large enough to provide our clients with institutional services, yet nimble and personal enough to focus on each of our clients’ specific needs and objectives. Our goal is to develop a long-term relationship with each client that spans over generations.