Experience The Difference At FinTech Wealth Management

We all know that life brings both challenges and opportunities. Choices made today can shape tomorrow. As retirement approaches, or even if it’s still years away, taking the right path toward your investment goals is critical.

You’re an original. No one else has the same combination of experiences, goals, or life circumstances. That’s why the investment strategies FinTech Wealth Management provides are tailored precisely to fit your individual needs. Leveraging the latest technologies, we take a disciplined approach to creating and implementing customized investment strategies.

As a boutique firm, our relationship with you is close and deep. We invest time getting to know you and thoroughly understanding the details of your situation. All of our skills and specialized expertise are directed toward designing and implementing your personalized investment strategy.

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Investment strategies customized for you!

At FinTech Wealth Management, we put our specialized industry experience to work implementing personalized strategies for individuals and families.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Investment Strategies

Investment Strategies

Our three distinct investment strategies are uniquely customizable to suit each
investor. Active management, exceptional attention to detail, and personalized investment advice are all part of the boutique services that we provide.

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Protection Solutions

Protection Solutions

Life happens. We provide strategic asset and income protection solutions for clients in search of financial stability. Our unconstrained insurance network allows us to provide the perfect solution to fit your financial planning needs.

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Medicare Planning

Medicare Planning

When age 65 approaches, we offer clear explanations and accurate information to help you understand the healthcare choices you face so you can make this important decision with confidence.

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Retirement Planning

Retirement Planning

It’s never too early to start planning for retirement. We have over a decade of experience helping individuals and couples retire with confidence. Visit our Resources section to view insightful online content on various retirement topics.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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