What We Do

Multi-Family Office
Financial Planning
Investment Management

What we do

Outsourced Multi-Family Office Solution

FSM is an independent multi-family office solution for busy professional athletes, executives and high net worth families. We handle the day to day administration and management of our client’s financial affairs so they can focus on their careers and interests. Our comprehensive offering includes investment advisory, income tax planning, financial and estate planning, risk management and generational financial planning.

Comprehensive Financial Planning
Retirement Planning
Retirement
Planning
Tax Preparation
Tax
Preparation
Cashflow Management
Bill Pay
Estate Planning
Risk Management
Charitable Planning
Reporting

Financial Planning

At FSM Wealth we focus on building your financial freedom and security for the future, so you can focus on your family and career.

Comprehensive Approach

We believe that a comprehensive approach to wealth management should serve as the foundation for your important financial decisions.  Our team has extensive experience in financial planning, estate planning, asset management, retirement planning, and tax planning.

Customized Solutions

Your FSM Wealth advisor will work with your team of advisors to develop a customized solution and a collaborative experience with appropriate and timely implementation.

Investment Management

At FSM Wealth we focus on building your financial freedom and security for the future, so you can focus on your family and career.

Investment Objectives

We believe that a comprehensive approach to wealth management should serve as the foundation for your important financial decisions.  Our team has extensive experience in financial planning, estate planning, asset management, retirement planning, and tax planning.

Independence

As an independent investment adviser, we seek to provide strategy recommendations to our clients with their best interests in mind. FSM Wealth’s independence as an investment advisory firm is an important component of our open architecture platform wherein we identify and select best-in-class third party investment advisors.

Asset Allocation

We help our clients decide on asset and style allocations. Our allocation recommendation may incorporate a variety of vehicles, including our network of third party managers, mutual funds, ETFs, alternative strategies, and private equity funds.
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