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Welcome to FPA Private Wealth Management

YOU are first and foremost in all aspects of our commitment to you and yours.  The monitoring and oversight of our firms many strategies is led by a dedicated team with combined financial service experience of more than 65 years and is specifically designed to conform with our clients’ stated requirements.  A fully accessible, highly responsive, and innovative approach allows for the potential achievement of defined client financial goals and the desired long-term financial independence.  As advisors, we believe that our extensive knowledge and commitment to a client experience that exceeds expectations, is an essential component of ongoing client satisfaction.

Areas of Focus

  • Private Wealth Management
  • Portfolio Preservation
  • Customized Income Strategies**
  • Estate Planning

Designations

CERTIFIED FINANCIAL PLANNER ®

Scope of Private Wealth Management

Our Financial Advisors Provide a Comprehensive Spectrum of Financial Solutions.

Investments

Growing your wealth requires patience and foresight. With our personalized investment strategies, we’ll help you create a plan designed to build long-term growth through short-term planning.

Insurance

Our insights and extensive experience allows for sophisticated methods of providing this vital protection.

Retirement

Our state-of-the-art resources are available in the essential process of planning for your future.

College

Rising education costs requires a tax-efficient forward-thinking fiscal plan. We can help you prepare and manage one of life’s biggest investments.

Consultation

We’d love to hear from you. Give us a call to arrange for a no obligation personalized confidential discussion.



Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.