FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.

We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design.  We only take new clients when we have determined that we can add substantial value to those clients’ financial situations.

Using evidence-based, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have a tremendous impact for our select clients.

The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build an investment plan designed to help overcome those issues.

Our SAIL Program™ (Strategic Allocation for Income and Longevity) for example, is designed specifically to address the annual cash flow needs and longer term investment income generation strategies for our clients in or nearing retirement.

FMB Wealth Management’s clients are offered customized choices and solutions that will allow them to reach their goals and reinforce their values.  These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment.

In every aspect of our work, we make an uncompromising commitment to provide world class client service and to meet every client’s highly individualized wealth management needs.

We also have two advisors who specialize in Divorce Financial Planning. We find that our consultative process combined with their expertise obtained through the CDFA® designation (Certified Divorce Financial Analyst®), allows us to have a significant positive effect on the financial outcome of the divorce for our clients.

Our Services

The FMB Blog

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