FWI Wealth Management

FWI is an independent, Veteran owned, fee only specialty financial planning firm serving:

High Achieving Professionals, Consultants and Entrepreneurs – people who earn a living on their intellectual capital. You’re highly intelligent, driven and focused. You deserve an advisor with those same qualities.

Women in Transition – Whether you’re getting married, starting a family, facing divorce or any other significant life change, I’ll help you move through it with confidence.

I’ll walk alongside you, nudging you when you need it and helping you sidestep landmines that lie in your path. Your financial success is a matter of choice, not chance. 

I’ve earned the highest credentials: CFA, CFP and EA, have over two decades of financial experience, embrace a fiduciary standard of care, have no conflicts of interest and the discipline and tenacity of a former Marine. This isn’t a job to me – it’s my calling.

Visit www.fwiwealth.com to learn more and to schedule your complimentary meeting to discover if we’re a good fit.