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Timesaver
Investment Management
Investing doesn't have to feel like gambling.
If you haven't done any portfolio maintenance in a while, you may be missing opportunities or taking unintended risk.
FWA saves you time by implementing and managing your investments for you. Together we construct a tailored investment strategy. FWA performs periodic rebalancing, and looks for tax-efficient trading opportunities. Our portfolios include low-cost, diversified ETF's and mutual funds.
Open to Financial Planning clients only
Investment Philosophy
Rules-based
A disciplined and rules-based approach to investing is crucial to control impulsive investment decisions that you may later regret.
Strategic
A long-term strategy allows you to weather market volatility in the short-term, to participate in long-term market trends.
Objective
As fee-only, fiduciary advisors we represent your best interest at all times.
Transparent
We prioritize transparency in helping you understand the fees related to your investment strategy.
Tax-efficient
We employ tax efficient trading strategies to create opportunities in volatile markets.
Empowering
Investing is for everyone. If you are a first-generation investor in your family, through education and information we empower you to make informed investment decisions.
Simplified Management
Assets held at Betterment for Advisors
Annual advisory fee is 0.50% of assets under management.
Tailored Management
Assets held at Charles Schwab. The fee is based on assets under management, subject to the following schedule:
$0 - $2,500,000, annual advisory fee is 0.75%
$2,500,001 - $10,000,000, annual advisory fee is 0.60%
$10,000,001 and above, the annual advisory fee is negotiable
Ongoing monthly planning fee waived when managed assets at Schwab exceed $2.5M
Learn More
Working with an investment manager is crucial to ensure you're implementing an intentional investment strategy over the long-haul. Here are some additional resources.
Ongoing Financial
Planning
A goals-based approach to financial planning that aims to optimize your financial resources across your lifetime. If you've ever felt like you need a thinking partner for key life decisions, a planner is your guide.
Meet us
30-minutes with a financial planner to answer your questions about planning and explore how goals-based financial planning can support your unique situation (free).
About us
FWA was founded by a third-generation entrepreneur, and tech start-up early stage contributor. Let's see what we have in common!