Solutions for institutions and businesses
PROVIDING FIDUCIARY PROTECTION
TO PLAN SPONSORS
WHILE ENGAGING EMPLOYEES TO BE
FOR A WORK OPTIONAL LIFE
Solutions for individuals and families
WE LISTEN, WE ANALYZE, WE CREATE UNIQUE STRATEGIES, WE IMPLEMENT,
AND WE MONITOR.
FIDUCIARY WEALTH MANAGEMENT (FWM) is an independent Registered Investment Adviser (RIA) headquartered in Virginia. FWM was founded in 2011 on the belief that relationships should be established based on accountability, transparency, and common purpose. Clients’ needs come first, costs should be reasonable, and clients shouldn’t have to wonder where their advisor’s loyalty lies.
This is the essence of the meaning of fiduciary.
FWM currently manages over 200 million in assets and has been recognized as one of the Top 100 Retirement Plan Advisors by the National Association of Plan Advisors as well as one of the top 50 fastest growing RIA’s by Financial Advisor Magazine.
WHAT WE DO
INSTITUTIONS AND BUSINESSES
RETIREMENT PLANS AND ENDOWMENTS
OWNER SAVINGS STRATEGY DEVELOPMENT
INVESTMENT FIDUCIARY SERVICES - ERISA 3(21) or 3(38)
INVESTMENT POLICY STATEMENT CREATION AND MONITORING
PLAN DESIGN CONSULTING
PLAN AND FEE BENCHMARKING
VENDOR SELECTION AND MANAGEMENT
EDUCATION POLICY STATMENT
EMPLOYEE FIDUCIARY SERVICES
11250 ROGER BACON DRIVE
RESTON, VIRGINIA 20190
578 EAST MARKET STREET
HARRISONBURG, VIRGINIA 22801
Schedule a meeting at: