At Fischer Wealth Management, Expect More.
When it comes to the effort we put forth to achieve your goals, you’d think they were our goals, too. And, quite frankly, they are.
We’re picky, and we see no reason to change.
There’s no room for “average” in our portfolios. Before a single stock, ETF, bond or mutual fund is ever chosen, our process begins with a series of key tests, which help narrow down the results in each of the desired asset classes to the top few that pass our strict rules. While not always perfect, this process we believe has consistently helped our clients achieve their goals over a variety of market cycles.
Our deliberate process takes many things into consideration, including what type of growth you’ll need, when you’ll need money, liquidity concerns, risk tolerance and the most appropriate type of account.
Objective investment advice and guidance
We take a streamlined approach to your financial future. Without ticket charges and commissions, you can be confident that your portfolio is only constructed with what makes the most sense for you.
- A simple, straightforward, flat-fee advisory platform
- Unlimited no-cost stock trades, bond trades, options, ETFs, no-load & load-waived fund trades
Sophisticated offerings on a more personal scale.
No two people have the exact same goals. That’s why it takes an individually tailored plan to make them a reality. Our clients are at many different stages of life, so no matter where you are or where you’re trying to go, we help you get there.
We can help you build a portfolio that aligns with your goals, timeline and risk tolerance.
We have the resources and expertise to help build a plan for life’s “what-ifs.”
It is never more important to have a plan designed to help ensure the lifestyle you want, now and well into the future.
Proper legacy and estate planning is an important step toward ensuring your loved ones are cared for and your values are preserved.