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Contact for Tailored Financial Plans or Asset Management
Financial Planning Services
Financial Planning Services include the initial writing and formulation of a personal financial plan, with recommendations and supporting written work as necessary, and may include the ongoing tracking of the client’s progress in achieving the personal financial goals targeted in the plan. The scope of the Financial Planning Services is defined in advance and agreed upon between the Firm and the client. Fees for Financial Planning Services are defined in the Firms Form ADV Part 2A Item 5: Fees and Compensation. Find more information on the Firms Form ADV
Investment Management Services
Fenwick Financial offers clients Investment Management Services that encompass the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes as well. The Firm will generally manage a client’s investment portfolio on a discretionary basis, and may assist the client in the establishment of the necessary custodial account(s). Fees for Investment Management Services are defined in the Firms Form ADV Part 2A Item 5: Fees and Compensation. Find more information on the Firms Form ADV
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PLEASE READ ALL DISCLOSURES/DISCLAIMERS UNDER FORM ADV TAB. YOU CAN ALSO FIND THE FIRM'S PRIVACY POLICY, BLANK IA CONTRACTS/SUITABILITY FORMS.
The information on this website or associated social media links should NOT be taken as personal investment advice and is NOT a recommendation to buy or sell any security. It is for informational purposes only. The information on this website or in the Firm's Brochure has NOT been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Fenwick Financial also is available on the SEC’s website at www.adviserinfo.sec.gov. Registration does not imply a certain level of skill or training. There is no guarantee investing.
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