FWA Life Stages Advisory Programs

Looking to grow your savings thru an online investment account with minimal fees, but still want to participate in a quality investment program?

FWA Accumulator plans offer a great combination of low fees, professional portfolio management, and convenient mobile/digital access to your money.

You have a busy professional career but lack the time to properly manage your hard earned savings. Our Advisory programs can streamline your time commitment, yet still allow you to work comprehensively with an investment professional.

Set up an appointment today to satisfy your long-term vision for your financial goals without interfering with the day to day demands of your professional career and family.

You are in the prime of your life, you have saved a considerable sum in your 401K or qualified retirement account(s). In the remaining working years you face the challenge of securing the retirement you have always dreamed of. 

Now more than ever, you need to have a plan in place to ensure all those years of sacrifices pay off. FWA offers personalized retirement planning and other useful tools coupled with professional asset management to help you seek to accomplish your retirement goals.                  

Finally, that long awaited time has come, you are retired. With all the newfound freedom in your schedule you can do the things you have always wanted to do.  More time to spend with people you love, hobbies you enjoy, and places you are excited to see.

You also face the task of managing your entire life savings through the ever changing political and economic environment.  Don’t face it alone.  Engage the assistance of a well-trained, well equipped team of advisors to guide you through the difficult decisions so you can enjoy the retirement of your dreams.    

As a business owner you face enormous challenges, and you meet them with the same passion you have for the business you built. Your business is part of you. You have spent years hiring others to help you manage your business.

Now it’s time to hire a team of professionals to help you monetize all your hard work. Let us help you save for your eventual retirement or reduce the taxes on your savings along the way. Get the guidance you deserve

You are the top 1% of income earners in the country.  With that “Elite” status comes a host of issues.  You are the target of many politicians’ tax programs and a primary generator of tax revenue. 

You have investments spread out in many areas and often aren’t sure exactly where you stand financially on a day to day basis. 

FWA tools and programs are designed to help reduce your taxes and transform your financial clutter into a consolidated dashboard available on demand whenever you want.  More control with less hassles.