2798 Lewis Court
FinTech Wealth Management is a Registered Investment Advisor in Belmar NJ with a fiduciary duty to you, our client. In the special relationship that we have with you as a fiduciary, we have a fundamental obligation to act and provide investment advice that always put your best interests first.
The principles of trust and confidence required of a fiduciary are consistent with the wealth management practices of Founder and Chief Executive Officer, Vincent Colubiale. We are dedicated to maintaining the most rigorous professional and ethical standards in all activities.
Designing and implementing customized investment strategies is at the heart of what we do. Our process starts with investing time to learn about you on a personal level and to thoroughly understand your unique investment objectives. Once we have a detailed understanding of your investment goals and risk tolerance, we use our specialized industry expertise to educate on the investment options that we recommend to personalize your investment strategy.
If you elect to proceed with FinTech Wealth Management implementing your customized investment strategy, you would enter into an Investment Advisory Agreement which specifies the full scope of our services at that time. We utilize modern financial technology for the research and implementation of each investment strategy. Our firm’s custodian for client accounts is Charles Schwab.
The complexity of financial markets has made it important for investors to partner with an adviser who understands the intricacies of finance. We have three core beliefs when it comes to establishing a relationship with our clients:
We believe that a partnership approach with an adviser is effective in helping clients to try and achieve their investment goals.
We believe that each client is unique and should have a personalized investment strategy that is tailored toward their investment objectives, at a low cost.
We believe that as part of the investment management process, clients should receive:
A core emphasis that goes into each diversified investment strategy is the business cycle. We overweight domestic equity exposure into sectors of the stock market that have historically performed favorably given the U.S. position within the business cycle. There are 11 sectors within the stock market, and 4 stages within the business cycle which we take into consideration in our diversified investment strategies.
We invite you to discover the benefits of our disciplined approach and customized investment strategies.
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