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Welcome to Fellows Wealth Management. We strive to provide comprehensive wealth management services specifically designed for Small Business Owners (like ourselves). Our mission is to enhance your life by helping create sound, financial, tax and legal strategies to accomplish your goals and objectives.
Our goal? To give you confidence in your financial future for years to come.
From personal to corporate tax strategies through legacy optimization using wills, trusts, and probate. Fellows Wealth Management professionals assure that one consistent relationship gets to know you, understands your issues, and provides seamless guidance from start to finish.
Building wealth is not just about accumulating a pile of money. It is about having the freedom and options to live the life you want. From 24hr business news channels, to click-bait, "fake news" and Robo-Advisors, it's hard to know what information to trust as being right for you. Fellows Wealth Management Advisors will sit with you to develop a step-by-step financial plan that is designed to put you on track, and our tools and systems strive to keep you, in good times and bad, on track to achieve your financial freedom.
We believe small businesses are the backbone of America. At Fellows Wealth Management, we do our utmost to help you thrive in today's competitive marketplace. From formation, to buy-sell, to business valuation, our experts can help you keep yourself on the path to success.
Fellows Wealth Management professionals have decades of collective corporate and entreprenurial experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.
These days small business owners face unique challenges as they operate or prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.
07/26/2019 - Business Insider - A Northwestern Mutual survey of 2,000 Americans reports that a whopping 85% of respondents who work with a financial adviser report their personal life is headed in the right direction. Additionally, 66% of those surveyed felt financially secure, regardless of their account balance.