2798 Lewis Court
FinTech Wealth Management strives to make a positive financial impact on the lives of our clients through the design and implementation of customized investment strategies. We guide our clients on a personalized investment path toward their investment goals, utilizing financial technology and over 15 years of industry experience. We value creating long-term relationships founded on integrity, open communication, and trust. Our greatest reward is to watch our clients achieve financial independence.
Our investment management services are tailored to each client’s investment objectives.
15 years of experience in a variety of market conditions has equipped us to put you on a path toward your financial goals.
We serve individual professionals and their families nearing or in retirement, along with business owners, trusts, and beneficiaries.
firstname.lastname@example.org | 732.280.2798