NetworkยทFamily Office
๐ PLAINFIELD, CT
SEC CRD #801-129706
FCIG Wealth Management | Tailored Approach to Wealth Management FCIG Wealth Management, LLC is an independent financial services practice. As such, we provide a wide range of services to objectively help our individual and business clients meet their financial goals. Overview Qualifications Our Services Our Mission Meet the Team Disclosures Tailored Approach to Wealth Management Our team of professionals leverage many decades worth of experience to provide a tailored approach to your wealth management. Clients view us as their outsourced Chief Financial Officer, and we are often asked about our perspective on significant life decisions outside of traditional investment management. Within the FCIG family of companies, our tax team is not only able to provide guidance on your personal and/or corporate tax issues, but also works with our investment team in real-time to make informed decisions. Beyond taxes and investments, insurance also plays a significant role in proper management of client financial matters. Our insurance team manages everything from liability and property to life and disability. Please give us a call and experience our client-centered approach to managing everything you have worked so hard to achieve. Our Qualifications We have been collaborating with individuals and business owners for many decades. We have two senior advisors, including a Certified Financial Planner , investment-related tax professionals, and client service representatives with a broad ran
SONJA WALL
CHIEF COMPLIANCE OFFICER
๐ (877) 420-5234
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AUM
$138M
Location
PLAINFIELD, CT
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