Comprehensive Wealth Advisory

Fitzgerald Wealth Strategies, LLC

 

Our mission is to help our clients define and accomplish their wishes from both a personal and financial perspective. In essence, we help our clients crystallize their lifelong goals and objectives. Fitzgerald Wealth Strategies uses a client centered process which involves designing and implementing customize financial planning solutions for our clients. Our primary responsibility is to guide our clients through the planning process focusing on execution while providing a level of unparalleled service.

An ideal client is a goal-oriented individual who is prepared to take action. We look to work with individuals who have strong family and community values, a high level of integrity, and respect for building long term relationships. At Fitzgerald Wealth Strategies we are able to guide clients, regardless of what level they are at in their career or life, to develop a goal oriented financial plan and then put that plan into motion.

Our boutique and hands on service model is attractive to clients but we further work in conjunction with our partner entities: Solutions 4 Wealth, Ltd.; Advanced Planning Inc.; and Vineyard Kindle Accountants, PLLC to provide a truly focused approach to planning. Working together for the common good of the client we bring sector experts together from legal, planning, investment, insurance and accounting areas into one process. Each of the entities have a commitment to excellence to their specific business and industry but at the same time idea share and think tank to provide the best overall comprehensive planning effort. By putting our FWS clients first and then combining the best thinking and expertise of these various pillars of financial focus we are ensuring excellence, innovation, and a better overall understanding of how to intertwine the specific planning expertise for the best possible synergy and resulting plan. Each entity has a direct focus and commitment on its core business striving to cultivate best in class results. The consortium approach we have adopted ensures a seamless and comprehensive experience for our clients. Our boutique service model focuses on nine major planning areas:

  • Risk Planning – Insurance protections and planning as well as legal planning and structures.

  • Estate and Legacy Planning

  • Investment Planning and Asset Allocation

  • Retirement Planning

  • Education and Family Financial Planning

  • Cash Flow Planning

  • Executive Benefits & Corporate Structures

  • Tax projection and Income Tax Return Preparation

  • Charitable Planning

Of course, we often provide assistance and consultation in many other areas or on specific client issues as the client relationship develops. As your trusted Wealth Advisor, Fitzgerald Wealth Strategies will serve as CFO for you and your family ensuring that all areas of your financial wellbeing are properly aligned to achieve your goals efficiently and effectively.

Our mission is to help our clients define and accomplish their wishes from both a personal and financial perspective.

Fitzgerald Wealth Strategies, L.L.C. adheres to the highest ethical and professional standards in the industry. In doing so, we provide financial planning in the best interests of our clients and offer independent, objective, and comprehensive advice.

We abide by the following Ethics and Guiding Principles: 

Client First
Acting in our clients’ best interest is our foremost priority.

Honesty & Integrity
We seek to uphold the highest standards of professional integrity.


Objectivity
We strive to be as objective as possible when providing advice.

Professionalism
We conduct ourselves with professionalism, integrity, honesty and treat all with respect.

Competence
We are committed to continuing education and maintain a high level of knowledge and ability in order to best serve our clients.  We have a passion for learning that benefits our clients.

Confidentiality
We keep all client data strictly private and treat all discussions and communications with our clients with privacy, care and confidentiality.  We store and utilize personal information properly in the best interest of our clients.

Responsiveness & Diligence
We fulfill professional commitments in a timely and thorough manner.  We strive to be super responsive and available to our clients.