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Client Centered

FWA Offers Comprehensive Advisory Programs that focus on Income Management, Capital Longevity and Estate Planning. 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 Retirement Plan - as simple or comprehensive as you desire.*

  • Online tools and reports - designed to reduce effort spent managing investments*

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

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

  • Secure digital vault - for important financial and estate documents*

  • Automate - ongoing distributions to smooth out your income.

  • Direct Bank Deposits - of your monthly income, and automated tax withholding (for IRAs and other tax deferred accounts).

  • 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 – monitoring your retirement plan progress, this can be critical in the retirement years to help your nest egg last.

  • 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.