Overview of our Services

At the heart of any wealth management engagement is investment management, but we believe a well implemented plan must build on all of the interlocking pieces of your financial life. We offer a wide array of services and welcome collaboration with your family’s other expert advisors, including attorneys, CPAs, and insurers. 
 

Investment Management

  • Global Asset Management
  • Tax-Efficient Investing
  • Coordinated Portfolio Monitoring
  • 3rd-Party Custodians 
  • Comprehensive review of non-managed assets

Personal Financial Planning

  • Evaluation of overall financial situation
  • Retirement Planning
  • Cash Flow Planning
  • Income Replacement Needs
  • Assessment of Insurance Policies* 
 

Tax Services

  • Tax Return Preparation*
  • Estimated Tax Payment Assistance
  • Business Tax Consulting
 

Estate Planning

  • Family Wealth Transfer & Estate Plan
  • Coordination with your Estate Attorney*
  • Planning for Trusts
  • Philanthropy

    * FCA Corp is not a CPA firm. We do not participate in nor accept any portion of any third party fees, commissions or charges of any type made by others working with our clientele. At times we may be able to help reduce costs by sharing information we have already prepared with your attorney.  In addition, we may be able to help negotiate fees based upon the volume of business FCA Corp might be doing within the marketplace.