Full Court Strategic Wealth
A fee-only registered investment advisory firm offering clients tailored wealth management services, including financial planning, tax planning, investment management, philanthropic consulting, as well as expertise and access in the privately-held real estate and venture capital sectors. Fees are flexible depending on scope of services and investable assets. Our investment philosophy is rooted in global equity diversification, low-cost investing, alternative asset classes (where applicable), and objective investment advice specific to each client's individualized situation.
We believe that in order to provide the most value to our clients that the quality of our client relationships is much more beneficial to them versus the quantity of client relationships we manage. The mantra of "big fish, small pond" resonates in our firm's DNA.
We utilize a proprietary 6-step process as a framework for achieving your goals. Please visit https://www.fullcourtstrategicwealth.com/services