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