Wealth Management

^{Your Blueprint for Financial Confidence}Our Wealth Management Process & Philosophy

We provide clients with a holistic approach to help them manage their finances for today, tomorrow, and the future generations. Working together with internal, and external partners such as CPAs, attorneys, & bankers to help our clients cover all facets of their financial future.

A Holistic View of Your Financial Life

We work with you to address all aspects of your financial picture, which may include:

Brokerage Services

Traditional & unique investment opportunities (Stocks, bonds, mutual funds, ETFS, etc.)
Structured Products (CDs, notes, etc.)
Banking & lending solutions (Checking features, bill pay, pledge loans, etc.)
Syndicate offerings
Alternative Investments

Advisory Services

Fee-based investment advisory services
Customized asset allocation & portfolio management
Comprehensive fee-based financial planning
Managed account programs

Clearing & Custodial Services

National Financial Services LLC (Fidelity)
Fidelity Institutional (Fidelity)
BNY Mellon Pershing

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^{Stay Connected} Your Online Financial Plan Portal

Access your complete financial picture anytime, anywhere. Our online portal, featuring e-Money Snapshots, allows you to track progress, view performance, and download a PDF of your complete plan on demand.

^ContactWe want to
Hear from you

380 North Broadway Suite 206
Jericho, NY 11753

cgrosse@yourfwp.com

(516) 514-0060

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