- Why Us?
- Our Principles
- Contact Us
We value our independence from Wall St. As fiduciaries, we are legally bound to avoid conflict of interest and to put the client's interests first.
We provide ongoing planning and active risk management. We are about solutions and process, not one-time product sales or transactions.
Our fee structure is easy to understand and none of our revenue comes from commissions.
Our portfolios aim to have lower correlations with the market and the economy so your business wealth and liquid wealth don't move in lockstep.
Whether you are building your retirement portfolio over time, or preparing for a large liquidity event, we help you objectively evaluate your options.
We never take custody of client assets. All accounts are held in the client's name only at firms such as Charles Schwab, Scottrade and Fidelity Investments
At Fair Weather Strategies, LLC, we believe that business owners have unique concerns when it comes to wealth management. We understand that your personal wealth and the wealth tied up in your business need to be addressed in tandem.
As independent financial advisors we feel we are well placed to offer objective, ongoing advice whether you are starting a business or ready to transition out of one.
We provide relationship-based rather than transactional advice and deliver solutions rather than products. Our financial planning takes into account the unique nature of our clients' businesses and their personal financial goals.