Wealth and Health
2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health...
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.
Welcome to our website! You’re most likely visiting because our firm was introduced to you by one of our existing clients, you’re a fellow professional, or you’re one of our valued clients. Either way, we’re glad you’re here and feel your visit is a tribute to the experience we have delivered to our clients. We hope this site serves to deepen your understanding of who we are, what we do, and how we do it. In turn, we would value the opportunity to get to know you, if we don’t already. One of our most valuable services we offer to our clients and professional partners is our Second Opinion service for their friends and loved ones.
2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health...
7/19/18 Part I: Setting the Sustainable Stage If there’s one trait...
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 passive, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have an 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.
