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What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Are you perhaps too busy. To deal with your own investments? Do you feel overwhelmed and worried. About making the right investment decisions? Does all of the financial media hype. Make you nervous and confused on a regular basis? Do you believe you might benefit from having. Are you perhaps too busy. The concepts of...

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585●●●007

aj●●●●@rochester.rr.com

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What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Are you perhaps too busy. To deal with your own investments? Do you feel overwhelmed and worried. About making the right investment decisions? Does all of the financial media hype. Make you nervous and confused on a regular basis? Do you believe you might benefit from having. Are you perhaps too busy. The concepts of...

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What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Are you perhaps too busy. To deal with your own investments? Do you feel overwhelmed and worried. About making the right investment decisions? Does all of the financial media hype. Make you nervous and confused on a regular basis? Do you believe you might benefit from having. Are you perhaps too busy. The concepts of...

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famawealth.com

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Benefits of Our Firm

http://www.famawealth.com/index.php/about-us/benefits-of-our-firm

What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Benefits of Our Firm. What is a Fiduciary? What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together.

2

What is a Fiduciary?

http://www.famawealth.com/index.php/about-us/our-fiduciary-pledge/what-is-a-fiduciary

What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. What is a Fiduciary? What is a Fiduciary? Definition of a Fiduciary. What is a Fiduciary? Examples of fiduciaries include attorneys, executors, trustees and guardians. A History of the Fiduciary Standard. Congress is currently weighing a proposal to make the fiduciary standard uniform for all financial advisors.

3

Our Fees

http://www.famawealth.com/index.php/our-fees

What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Before you decide if a particular advisor is right for you, ask some basic questions. Div [data-uk-scrollspy-cls]', delay:300}". First Question: How do you get paid? Don’t be shy in asking how the advisor is paid. Asking how the advisor charges will clarify what it is you’re paying for and how much it will cost. ...

4

Who We Are

http://www.famawealth.com/index.php/about-us

What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. We Are Professional Wealth Managers. We believe the key to successful investing is not just to make money in rising markets but also to avoid losing big in down markets. Our firm provides highly personalized, comprehensive strategic planning, including investment and portfolio management for high net-worth clients.

5

Our Fiduciary Pledge

http://www.famawealth.com/index.php/about-us/our-fiduciary-pledge

What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. As a registered investment advisor, we are required to assume a strict fiduciary obligation as it relates to safeguarding and preserving our clients’ assets. In simple terms, acting in a “fiduciary” capacity means that we are bound. By law, without exception. To act in out clients’ best interests. What is a Fiduciary?

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What to Expect as a Prospective Client. Benefits of Our Firm. Why Choose a Professional Wealth Advisor? How to Choose the Right Fit. Know your investment objectives. Putting it All Together. Are you perhaps too busy. To deal with your own investments? Do you feel overwhelmed and worried. About making the right investment decisions? Does all of the financial media hype. Make you nervous and confused on a regular basis? Do you believe you might benefit from having. Are you perhaps too busy. The concepts of...

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