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Clearly Different

I specialize in providing wealth management services to financially established individuals. I work with a smaller, select group of clients, so I can build long, lasting relationships. I believe in proactive and open communication, and I will be there when you need me.

As a Registered Investment Advisor (RIA), I'm obligated by law to act in your best interest. Banks, brokers and insurance agents are held to a lesser standard. As your fiduciary, I try to eliminate conflicts of interest whenever possible.

My firm is independent and a refreshing change from the typical Wall Street experience. I do not push products, charge hidden fees, and I am not compensated by incentives. The advice I provide is totally objective.

I listen to you. I ask a lot of questions. It goes well beyond building the right investment portfolio. Getting to know you and your family, is essential to learning what your plans are for your money and your life.

I make sure I communicate with you in a way that is simple and straight-forward. Plain English, not jargon.

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If this sounds like a good fit, please reach out to me. I’d love to hear from you.

Please click below to learn more about Josh Fennimore.