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 Welcome to Fitzgerald Wealth Management where we listen to your needs, learn about your goals and help care for your financial future.
 

 

 

 

 

 

 

 

 

 

 

You have questions???

  • Do I have enough resources to retire?
  • Should I pay off my mortgage?
  • Should I take my corporate pension or do a lump sum rollover?
  • Are my investments aligned with my risk tolerance?
  • How do I position my portfolio for higher future income taxes?
  • Should I do a Roth IRA conversion?
  • How do I plan for estate taxes?
  • How do I consider a future inheritance in my planning?
  • What type of will and related trusts should I have?
  • Would my family be secure if something happened to me?

                                                                               ......We have answers

 

 

Fitzgerald Wealth Management Approach

 

"Failure to Plan is Planning to Fail"

We believe that purpose, goal-based financial planning and estate planning strategies should guide investment and risk management decision making. 

Our client relationships begin with a thorough analysis of your goals, priorities and resources.  We then use our years of wisdom and experience, and our firms extensive resources to provide you a prudent, tax-efficient wealth strategy aimed at providing financial independence and security through your life and to future generations.

We continue to build our relationship by implementing your custom wealth strategy utilizing the products and services which fit your needs.  Fitzgerald Wealth Management provides a wide range of products and services to meet the needs of individuals and corporations including, but not limited to, investment advisory platforms, brokerage, insurance, annuities, retirement plans, etc...

We then grow our relationship over a period of years working closely together towards successfully executing your long-term strategy. 

Newsletters

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

The Appeal of Exchange-Traded Funds

Almost half of investors consider themselves “novices” when it comes to ETFs. This article explains how ETFs work.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

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