Our Mission

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 18 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.

Committed To Earning & Maintaining Your Trust

Our Process

Our investment management services are tailored to each client’s investment objectives.

Our Expertise

18 years of experience in a variety of market conditions has equipped us to put you on a path toward your financial goals.

Who We Serve

We serve individual professionals and their families nearing or in retirement, along with business owners, trusts, and beneficiaries.

We Grow With You At FinTech Wealth Management

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@fintechwm.com | 732.280.2798