Fee-only model
Financial planning and investment management are fee-only.
FWI Wealth Management
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About FWI Wealth Management
Fee-only financial planning and investment management are the core services offered. Planning begins with an initial financial planning fee, followed by ongoing planning and investment management fees based on assets, with a stated annual minimum. The firm describes its advice as fiduciary and focused on aligning financial actions with each client's values. Its approach also emphasizes empathy, knowledge, and experience. FWI Wealth Management serves clients in the Atlanta area from its office in Sandy Springs, Georgia.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Fiduciary care
The firm describes its advice as fiduciary.
Values-led advice
Financial actions are aligned with clients' values.
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