Services

Our Values

The client is first. Our relationship with our clients falls under a fiduciary standard, which is a professional and legal requirement to put the interests of our clients first. This aligns our business model with our personal values to be of service to others, and to give much more to our communities than we take. We charge appropriately for our service and advice, and have complete transparency with our fees.

  • Retirement Income
  • Asset Management
  • Tax Planning
  • Estate Planning
  • Insurance Reviews
  • College Funding

Investment Philosophy

There are two main schools of thought in the investment world. The traditional stock picker, such as Warren Buffett, focuses on the conversation around a specific investment. The asset allocator follows the work of Harry Markowitz, better known as modern portfolio theory. Fiat Wealth Management’s investment philosophy is a hybrid of these two.

  1. We build our foundation on diversification.
  2. We must identify the emotions of fear and greed in ourselves in order to avoid the bubbles they

    create.

  3. We seek value in the market place, and when identified we will take advantage of it.
  4. We will invest in the ideas of tomorrow, always looking for companies with a successful business

    model today.

 Who We Are

We are independent financial advisors who provide comprehensive financial planning and asset management for our clients. Our independence means we offer objective advice without being tied to any specific product, company or service. Comprehensive planning means we help our clients with everything from budget reviews to investment decisions and estate planning. We specialize in helping our clients manage their assets for income and growth in an ever-changing economic environment.

The client is first. Our relationship with our clients falls under a fiduciary standard, which is a professional and legal requirement to put the interests of our clients first. This aligns our business model with our personal values to be of service to others, and to give much more to our communities than we take. We charge appropriately for our service and advice, and have complete transparency with our fees.

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