Our Services

As a wealth management firm, we offer services across various financial disciplines helping individuals, families, business owners and churches find the most appropriate path to reach their financial goals. 

 

From investment management, personal and business financial planning, tax and estate planning, and retirement income planning, we have expertise to meet all of your financial needs.

 

We take into account the client’s entire financial picture as we seek to align our clients’ finances with God’s purpose, focus on biblically responsible investing, and create conduits of charity to impact the world.

Investment Management

Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for investment management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information and will develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf.

Personal and Business Financial Planning

We provide a variety of advisory services to help manage your financial resources based upon an analysis of your individual or business needs. For individuals, we will meet with you to gather information about your financial circumstances and objectives and will deliver a written plan to you, designed to help you achieve your stated financial goals.  

 

For business owners, we can partner with you and help you navigate the complexities of integrating a retirement plan, benefits and a succession plan.

Income in Retirement

Planning for a lifetime of income in retirement can be a daunting task for individuals.  We’ll help you develop a plan to provide income today and in the future, while making your savings last.

Saving For Retirement

It's never too early or late to start saving for retirement.  The sooner you start, the quicker your money can work for you through the power of compounding.  Whether you are a business owner, a young professional starting a career, or someone with many years in the workforce, a sound retirement savings plan is critical.  We can help you build a plan that seeks to build wealth for retirement and manage it for your different life stages. 

College Savings

Rising tuition costs can potentially overwhelm families trying to plan and save for their child’s college education.  We can help you build a plan taking into account various investment options and tax implications to help you achieve your college saving's goal. 

Tax and Estate Planning

Having a proper tax strategy for today and an estate planning strategy for the future is of utmost importance. Estate planning is a sensitive topic but critical in the financial planning process to ensure your assets (investment and retirement accounts, bank accounts, real estate, etc.) are passed down to your loved ones while seeking to minimize the tax burden for those inheriting your assets.  Our firm will work with your current lawyer and CPA to identify where you can reduce tax liabilities and maximize cash flow.

Charitable Giving

Let us help you build a strategy and plan to maximize your charitable giving and philanthropic goals.  One of our firm’s key mission is to be a conduit for giving and we strive to help clients have the greatest impact with their giving, while maximizing their tax savings.

Multi-generational Planning

We help you manage the complexities of multi-generational wealth by identifying and executing a plan to achieve your legacy goals.  Key to our approach is understanding how you’d like your wealth to benefit your children, grandchildren, other family members, and the charitable organizations you support.

Client Journey

Our initial complimentary meeting will help us better understand your goals and specific financial situation.  At this discovery meeting we get the opportunity to know you more and introduce our firm and services.   Our path from introduction to implementation of your financial plan can be summarized as follows:

Getting To

Know You

Discuss financial goals and assess risk tolerance

Develop Plan

Construct financial plan taking into account all the information gathered from discovery meetings

Plan Review

Present plan, discuss investment strategy, and recommend appropriate investment program

Implementation

Once you have a thorough understanding of our approach, investment strategy, and recommendations we will implement your personalized plan and asset allocation portfolio

Ongoing Review

Once plan is implemented, you can expect regular proactive communications and, at a minimum, annual reviews to ensure your financial goals and objectives remain current and on track

Request a meeting with us today

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© 2020 by Fig Tree Wealth Management

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Fig Tree Wealth Management is a Division of National Wealth Management, LLC.  National Wealth Management, LLC is an SEC Registered Investment Adviser and its principal place of business in the State of New Jersey. Firm and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.

While Fig Tree Wealth Management makes every effort to present accurate and reliable information on this Internet site, Fig Tree Wealth Management does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficiency, timeliness, or correct sequencing of such information or relevance of any information prepared by any unaffiliated third party, whether linked to web site or incorporated herein, and takes no responsibility therefore. Use of such information is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficiency, and timeliness.  Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Fig Tree Wealth Management.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please be aware that economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Additionally, all investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio.

The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  For additional information about Firm including fees and services, send for the Firm's Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.

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