Overview of our Services

At the heart of any wealth management engagement is investment management, but we believe a well implemented plan must build on all of the interlocking pieces of your financial life. We offer a wide array of services and welcome collaboration with your family’s other expert advisors, including attorneys, CPAs, and insurers. 

Investment Management

  • Global Asset Management
  • Tax-Efficient Investing
  • Coordinated Portfolio Monitoring
  • 3rd-Party Custodians 
  • Comprehensive review of non-managed assets

Personal Financial Planning

  • Evaluation of overall financial situation
  • Retirement Planning
  • Cash Flow Planning
  • Income Replacement Needs
  • Assessment of Insurance Policies 
  • Education Savings Planning

Tax Services

  • Tax Return Preparation
  • Estimated Tax Payment Assistance
  • Business Tax Consulting

Estate Planning

  • Family Wealth Transfer & Estate Plan
  • Coordination with your Estate Attorney
  • Planning for Trusts
  • Philanthropy

    FCA Corp is not an insurance company or law firm. We do not sell insurance products nor accept fees or commissions when recommending or coordinating with these professionals.