Business Details
47 Years
experience
Your Trusted Partner for Financial Planning Solutions
Since 1979, Financial Advisory Service has prioritized client relationships as our most valuable asset. Our boutique wealth management firm delivers comprehensive financial planning and tailored investment solutions through a personalized, concierge experience designed to provide peace of mind. We serve high net worth individuals, retirees, executives, and business owners with a holistic approach to wealth management. Our seasoned team specializes in optimizing assets, minimizing tax liabilities, and creating diversified portfolios aligned with evolving life goals.As an employee-owned firm, we combine institutional expertise with personalized service, offering direct access to passionate professionals committed to implementing solutions that help clients achieve their objectives. Our services span financial planning, investment management, estate planning, tax strategies, business services, education planning, and risk management.
Services
Financial Planning
Investment Management
Estate Planning
Tax Strategies
Business Services
Education Planning
Risk Management
Details
- Year established: 1979
Highlights and features
- We provide direct access to experienced financial professionals
- Our personalized concierge service addresses unique wealth complexities
- Decades of expertise since 1979 in wealth management strategies
- Specialized planning for entrepreneurs and business owners
- Holistic approach combining tax efficiency with asset optimization
Associations and certifications
- Registered Investment Adviser (SEC)
- FINRA
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term wealth management. We analyze clients' financial situations, develop tailored strategies for goal achievement, and implement adaptive plans that evolve with changing life circumstances while maintaining tax efficiency and risk management.
Investment Management
We design and manage diversified investment portfolios aligned with individual risk tolerance and financial objectives. Our approach combines institutional-grade research with personalized asset allocation strategies to optimize returns while maintaining disciplined risk management frameworks for both individual and institutional clients.
Estate Planning
Our estate planning service focuses on preserving family wealth across generations. We coordinate with legal professionals to create comprehensive plans that minimize estate taxes, establish legacy structures, and ensure smooth wealth transfer while protecting family values and financial assets.
Tax Strategies
We develop proactive tax planning strategies to minimize liabilities across all wealth management aspects. Our approach integrates tax-efficient investment vehicles, strategic timing of financial transactions, and coordinated planning with external tax professionals to maximize after-tax returns for clients.
Business Services
Tailored financial solutions for business owners address both personal and corporate financial needs. We provide succession planning, executive compensation strategies, and business transition frameworks while maintaining focus on personal wealth optimization and risk management for entrepreneurs.
Questions
What services does FAS Wealth Partners offer?
We provide financial planning, investment management, estate planning, tax strategies, business services, education planning, and risk management tailored to high net worth individuals, retirees, executives, and business owners.
How does FAS Wealth Partners work with clients?
We prioritize direct access to our team of professionals who develop customized solutions through a personalized concierge experience focused on achieving clients' specific financial goals.
What makes FAS Wealth Partners unique?
As an employee-owned firm since 1979, we combine institutional expertise with personalized service, offering holistic wealth management strategies that address both personal and business financial needs.
How are investment portfolios managed?
We create diversified portfolios aligned with individual risk tolerance using institutional-grade research, personalized asset allocation, and disciplined risk management frameworks to optimize long-term returns.
What experience does the team have?
Our team brings decades of combined experience in wealth management since 1979, with specialized expertise in serving high net worth individuals, retirees, executives, and business owners through comprehensive financial strategies.
