In·te·grat·ed: adjective:

Various parts linked or coordinated

With 45+ years of combined experience in financial services, our firm’s founders envisioned a planning process that exists at the intersection of finance, tax and estate.

The FWA Planning Process

The FWA model goes beyond making referrals to experts and brings them into the conversation at the beginning of our engagements.  The goal of our integrated planning process is designed to organize, simplify, and optimize all the crucial pieces of your financial life –  taxes, business, investments, real estate, insurance, retirement, estate planning, and philanthropy.

We can help you optimize your financial life

Fountainhead Wealth Advisors is your financial architect.

Baseline

Our planning process is designed to bring you value from our initial engagement. We take a holistic approach by establishing a baseline understanding of your finances and aspirations.

Blueprint

With an understanding of your unique situation, FWA leverages our years of experience, sophisticated technologies and advanced planning strategies to design your custom plan.

Build

We bring your custom financial plan to life. Once your plan is built, we meet to make sure you’re on track and discuss any changes to your life that may impact the plan. FWA clients have 24/7 access to their dedicated client portal.

FWA provides our clients with a full menu of financial services, including personal wealth management, customized financial planning, tax planning, trust and estate planning, and charitable giving.

We understand that everyone’s financial needs are unique which is why we will build custom solutions to suit you.

Grow

  • Asset allocation and portfolio design
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private investments, as appropriate

Protect

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance

Give

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth counseling
  • Special needs planning
  • Charitable planning

Live

  • Cash flow planning
  • Debt analysis and structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning

Grow

  • Asset allocation and portfolio design
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private investments, as appropriate

Protect

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance

Give

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth counseling
  • Special needs planning
  • Charitable planning

Live

  • Cash flow planning
  • Debt analysis and structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning

Take Our FREE Risk Assessment

FWA provides you with unbiased strategic advice so you can rest easy knowing that you’re proactively building and protecting your estate for your future and for future generations