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WEALTH MANAGEMENT

At FMW Wealth Management, LLC, you receive the shared expertise and knowledge of both financial advisors and CPAs. As an extension of FMW CPAs, our one-firm approach provides a comprehensive resource of skills with the goal of making sure all of the pieces of your financial plan are working together in a tax-optimized manner.

FMW Wealth Management, LLC

Asset and Income Planning

Asset and income protection includes strategies to shield assets from illness, taxation and frivolous claims from third parties. Successfully planning for these potential events cannot be understated, considering they affect other aspects of your planning process, including investment planning and insurance planning.

WE ARE Whiddon Harkey Group

Our mission is to help our clients maintain financial viability in the present, while taking a proactive approach
to achieve future goals. Your goals become our goals as we strive to help you achieve them together.

We believe your financial well-being deserves total attention and comprehensive solutions. Through our
wealth management process, which includes strategic tax planning, we can help you make the
most of your financial situation today and prepare for tomorrow.

WHO WE SERVE

Petrochemical Company Employees

Maritime
Industry

Doctors
& Physicians

Business
Owners

FMW Wealth Management, LLC

Committed to helping you meet your retirement goals

Many people find the investment planning process to be intimidating and will often not review investment strategies as their lives change. Accordingly, the investment strategy you once had may no longer be appropriate or adequate. As your life and goals change, your investment strategy may need to be altered to accommodate those changes. At FMW Wealth Management, LLC., we will continually help you understand your risk tolerance, determine your asset allocation needs, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

UNSURE WHERE TO START?

We're Here to Help.

Get in touch with our team of experts to help you take control of your financial situation today, and plan for tomorrow.