“If past history was all there was to the game, the richest people would be librarians” – Warren Buffet

As part of the comprehensive financial plan that all clients receive, we provide recommendations and guidance on each client’s investment portfolio. Being an independent advisor allows us to offer a large variety of investment options without bias due to affiliations of any sort.  This ensures that our investment recommendations best fit you rather than us.


Investing is not a one size fits all proposition, so we utilize a variety of strategies positioned across domestic and international markets to build each unique client’s portfolio. Each client has different goals and objectives, risk tolerance, income needs, and generational and philanthropic desires. At FP, our investment strategies are tailored to take into account all facets of your financial situation in order to have the greatest chance of success in achieving your vision. Our perspective helps keep you on the path to realize your goals.

Investment Vehicles

At FP, we utilize a variety of tools to implement our tailored investment strategies. Many of our strategies take into account each client’s estate planning and tax scenario. Therefore, we combine different estate planning and insurance methods to maximize the effectiveness of our strategies. Some of the core investment products we use are the following:

  • ETFs
  • Mutual Funds
  • Stocks
  • Bonds
  • Real Estate Investment Trusts (REITs)
  • Managed Investment Programs
  • Variable Annuities (VAs)
  • Retirement Plans
  • Separately Managed Accounts (SMAs)
  • Alternative Investments (AIs)

Custody & Clearing

Being an independent firm means seeking out the best choices. Our business is advice not custody and we take great care in knowing that we advise on your wealth. As such, we have selected one of the most trusted and well-respected financial services companies to provide custody and clearing services to our clients; Fidelity Institutional Wealth Services. This aligns the long-term vision of our firm with the long-term vision of our clients.

Our Firm & Fidelity (PDF)