Private Wealth
Investment Management
Affiliations & Credentials
Invest with a purpose.
Whether working, retired, or somewhere in between, we partner with clients to build investment portfolios aligned with their unique financial goals and circumstances. We believe a planning-driven investment strategy creates the highest probability of long-term success.
No two clients are alike, and investment strategies should reflect that reality. We do not rely on market timing or generic model portfolios tied to broad demographic assumptions. Instead, we develop customized investment strategies tailored to each client’s objectives, timeline, risk tolerance, and personal values.
Our approach to portfolio construction:
Custom Portfolios
We take a personalized approach to portfolio construction, designing investment strategies that align with eachclient’s financial goals and planning needs. Clients have access toESG-focused strategies, customized bond ladders, and institutional portfoliomanagement across major asset classes.
Tactical Adjustments
Even thoughtfully designed portfolios require ongoing monitoring and adjustment. FBG’s investment team implements tactical allocation adjustments approximately 4–6 times annually when appropriate.
Strategic Adjustments
Our portfolio construction process begins with a disciplined long-term strategy. Portfolios are designed to adapt to changing market conditions while remaining aligned with each client’s long-termobjectives.
Tax-Loss Harvesting
FBG’s trading platform seeks to improve tax efficiency through ongoing tax-loss harvesting and systematic portfoliore balancing. We also help clients transition legacy positions thoughtfully andtax-efficiently into a broader investment strategy.
Blog
Latest Insights
.webp)
Get in Touch
We're here when you need us.
Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.