Broker Check


Client Centered

For Professionals, “Time is Money

FWA Offers Comprehensive Advisory Programs that have been streamlined to accommodate your busy Professional schedule. Programs can be customized to offer as much, or as little involvement as you wish.

Client Centered

Program Features Include:

  • Dedicated Advisor -  to help you with your goals and account management

  • Professionally Managed portfolios.

  • Integrated Investment Plan - as simple or comprehensive as you desire.*

  • Online tools & reports - designed to reduce time spent managing investments *

  • Online progress summary - One for each of your goals *

  • Dashboard - to link your other accounts to your plan *

  • Secure digital vault - for important financial documents *

  • Automate - ongoing contributions (to help build your nest egg simply)

  • Multiple Management Styles - to help you create the investment experience you prefer.

  • Multiple risk levels - to choose from (Ultra Conservative to Ultra Aggressive)

  • Diversified portfolio strategies- to accommodate even the most complex situations

  • Advisor Directed - You and your Advisor can strategize together – saving you time.

  • Dynamic Rebalancing - Model Portfolios have risk tolerance bands to help your portfolio stay within the risk category of your choosing. Over time other programs may drift away from the desired risk level due to one investment segment growing more or less than another.

  • Convenient online access - from your PC, Laptop or Mobile device.