Our Shared Beliefs

As believers in Christ, we stand on the word of God and are grounded in the absolute biblical truths that guide us.  Our goal is to apply biblical principles towards managing money and finances into every client relationship.

 

Fig Tree Wealth Management abides by these five main principles, and strives to serve clients with the highest level of service, accountability and integrity:

God comes first

At the core of our beliefs, is Jesus’ instructions in Matthew 22:37-38 to first love the Lord your God with all your heart, soul and mind. We stand by the biblical principles that help guide our final decisions, obeying His word and being good stewards of the resources he has entrusted us with.

He Owns It All

We believe in putting God first in all that we do financially to bring glory to His name and to fulfill the will He has planned for us. This belief is rooted in scripture where no matter what we do as christians, including the use of our financial resources, we should do it for the glory of God  --  “So, whether you eat or drink, or whatever you do, do all to the glory of God.” (1 Corinthians 10:31)

Christian-based Financial Advice

We commit to providing investment advice that is consistent with christian values helping clients align their investments with God’s word.

Investing Consistent with Biblical Principles

We strive to construct investment portfolios grounded in the principles of biblically responsible investing (“BRI”).  BRI is an approach that seeks to minimize exposures to companies, mutual funds and other investments that are engaged in, support or profit from activities that go against the christian faith including abortion, pornography, alternative lifestyles, religious persecution, and tobacco.

Love Your Neighbor

God loves a cheerful giver and we believe in giving our time and resources to those in need to exemplify what it means to love our neighbor.  Through our pledge to donate a portion of our profits to those in need around the world, we hope to be an inspiration to our clients so they can also share in the joy of giving.

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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.

Photos and images on Fig Tree Wealth Management's pages should not be construed as an endorsement of the adviser by any client or individual. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

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