We are passionate about having a meaningful impact for our clients, their families, and our communities. For nearly 50 years, we have served as the trusted advisor to high-net-worth individuals and families through multiple generations. FCA Corp is an independent, fee-only private wealth management firm dedicated to you for your entire life journey.
Putting You First for 50 Years
OUR MISSION
To make a positive impact in the
lives of the individuals and families
we serve.
lives of the individuals and families
we serve.
OUR PROMISE
To be your loyal partner for your
entire life journey and help you make
informed financial decisions.
entire life journey and help you make
informed financial decisions.
We believe in unparalleled client service and being at the center of your financial life.
• Tailored investment advice centered around you
As a fee-only registered investment advisor, we make decisions keeping your best interests in mind. You can be confident that we are advocating for you.
• A comprehensive 360-degree plan
Our extensive financial planning process is based on developing a comprehensive 360-degree goals-based plan anticipating your needs and being proactive about helping you achieve your life goals.
• In-house tax preparation & planning
Unlike most wealth management firms, tax preparation and planning is integrated with your overall financial plan. We have the ability to work with your existing CPA, or if appropriate, provide you with in-house tax planning, compliance and preparation. Our highly credentialed tax team has decades of combined experience, allowing us to work nimbly on complex tax planning issues.
• Sophisticated investment expertise
Our asset management capabilities are informed by a truly global perspective. Access to a wide range of investment information and different traditional and alternative investment products allows us to meet your individual goals.
• Boutique, family-office experience
As a boutique firm, we have the agility to serve you and give you prompt, individualized attention. We work closely and collaboratively with you to develop a personalized wealth management plan that meets your goals and aspirations, taking into account your personal and family values.
• An integrated, multi-disciplinary team-based approach
We employ an integrated team-based approach that allows us to use our collective strengths to quarterback the people and resources to help grow and protect your wealth. You can be confident that we bring together the right team to support your entire wealth journey.