FAS Wealth Partners

Expertise & Objectivity®

SINCE 1979

Our Goal is to Assist You in Achieving Yours

We believe the client relationship is the firm’s most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals.

WHO WE SERVE

Executives and
Professionals

Amid high-earning years, we help you navigate financial complexities, optimizing wealth for a prosperous future. We collaborate to steer and counsel you in aligning your financial strategy with evolving life goals. 

High Net Worth
Individuals and Families

Our personalized support and experienced team aim to optimize your assets and safeguard family values for future generations. We employ a holistic approach to address complexities of wealth and simplify your life. 

Pre and Post
Retirees

As you contemplate retirement, we provide strategic guidance to enhance retirement income, minimize taxes, manage risk, and create a diversified portfolio, ensuring financial stability, and a secure and confident future. 

Business
Owners

As an employee-owned firm, we understand the personal nature of business ownership. Our seasoned team specializes in tailored wealth planning for entrepreneurs, helping you optimize your goals as your financial partner. 

OUR firm

Invested in you

Our boutique wealth management firm offers comprehensive financial planning and tailored investment solutions within a personalized, concierge experience – designed to bring you peace of mind. 

0
YEARS IN
BUSINESS
   
0
BILLION $
IN ASSETS*
*as of 12/31/2023 
0
TEAM
MEMBERS
   

Work with a team of professionals who care

We believe the client relationship is the firm’s most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals.

INSIGHTS

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