Investment Consulting

<span>Envision greater </span><span>opportunities.</span>

Envision greater opportunities.

In today’s modern investment landscape, it’s not the quantity of information that matters—it’s the quality. Fichter Wealth Management investment consulting is distinguished in numerous ways, but it all comes down to delivering unbiased, trustworthy advice that’s difficult to find in our conflicted industry. Our forward-looking philosophy ignores the noise and hones in on the real signals of the markets—allowing you to make informed investment decisions.

Protect your Money. Avoid Costly Mistakes.

An oft-quoted adage we all know, “We learn from our mistakes” while very true, is not an acceptable option for our clients. When working with an individual’s life savings, mistakes become both costly and unrecoverable in many cases. Avoiding investment mistakes starts with leaning on experienced guidance. Our team of advisors average over 30 years of investment experience. At Fichter Wealth Management, we apply the fiduciary standard of care for all the things we do. Of course, making decisions in your best interest isn’t just our legal responsibility, it’s the only way we know how to do business.

Investing Begins With You

So many today are providing mass market, one size-fits-all approaches to your investments and money, as if we are all the same. Our firm is a good choice for investors who desire a personally tailored and constructed portfolio – one that considers your financial plan, risk tolerance, and tax situation. While it is easy to get caught up in the state of the economy, the latest “hot stock ”, or media driven headlines; we believe passionately that the way you invest should be aligned with where you are in your life. We call this approach asset class investing and believe it makes good sense as you plan for both today and tomorrow.

Institutional Money Management Asset Class

Asset Class Investing is the central factor in building your investment plan. However, we strive to provide additional value by utilizing a select group of independent institutional money managers who are specialists in their respective disciplines. Through our associations with these money managers, you gain access to prominent managers with tools and techniques that were previously unavailable to all but the largest institutional investors. They offer resources and experience, such as a sizable analyst staff dedicated to daily review and design of your portfolio.

Tailored client experience.

In order to devote the superb level of time and attention your wealth deserves, we limit the number of high-net-worth clients our advisers serve. Not only can you look forward to personalized service, but you also determine the level and means of communication and reporting, including face-to-face and digital options.

Regardless of whether we interact once a week, once a quarter, or once a year, you can count on a prompt, helpful response. In fact, we’re here to answer any and all financial questions you may have—whether they relate to your portfolio or otherwise. In the rare instances where we can’t draw on our own knowledge and experience to provide you with the appropriate answer, we will personally seek out a subject matter expert who can.