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Wealth Management Services

We want to inspire you to live your life by design – not by default. Once you share with us what you want out of life, we’ll help you make informed decisions that fit your expectations and vision for the years ahead. Making the best decisions can only be accomplished by providing you with education, ensuring you have a solid understanding of what we’re doing together, why, and how it benefits you.

Then, our skilled Wealth Advisors, Certified Financial Planners, CPAs, Attorneys and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Portfolio Management

Our Team uses a consistent method as we develop and monitor your investment strategy.  Learn more

 Wealth Planning

The FFR Wealth Team believes every family can have the financial confidence they deserve to live an abundant, inspiring life. Learn more

Risk Management

We work with you to plan for the future and protect against the unexpected. Learn more

Estate Planning

Working with our clients to implement and evaluate their legacy is a vital component of our process. Learn more

Tax Planning

Efficient accumulation and distribution of your assets under current tax law is essential to maximize your retirement plan. Learn more