The Frederick Wells Difference
We provide an integrated approach to wealth management underlined by trust, commitment, and the embracing of clients with diverse financial challenges and lifelong goals.
About Us
Our approach to finding financial solutions for lifelong goals evolves through a culture of collaboration, advanced technology and industry expertise.
Our Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our Process
As a team we embrace processes that support collaborative client relationships.
Generational Wealth Planning
With years of experience, we'll help prepare your legacy for future generations.
Wealth Management
With the right mix of investments and strategy we can help you assemble a portfolio to grow and manage your wealth.
Comprehensive Financial Planning
Our goal is to create a comprehensive strategy for all aspects of your financial life that grows with you through each stage in life.
Your Lifelong Financial Partner
At our core, we're more than financial advisors; we're lifelong partners on your journey to financial success. Whether you're looking to build lasting family wealth, want comprehensive guidance to realize your financial goals, or need specialized wealth management, we'll work with you side-by-side to help you pursue your financial goals.
Integrated Approach, Rooted in Trust
At Frederick Wells Advisors, we recognize every financial journey is unique. That's why we offer an integrated approach to wealth management, one built on trust and commitment. Our team works with clients from all walks of life, working closely with each of them to design financial plans that align with their vision for their financial future.
Collaboration, Technology, and Expertise
By working closely together, we can understand your complete financial picture from all angles. We embrace cutting-edge financial planning tools to evaluate your current investments, simulate different scenarios, and stress-test strategies to make data-driven recommendations.
Tailored Financial Strategies For You
Our mission is singular: to provide fully customized and comprehensive wealth management services. Our team will get to know you personally and recommend strategies tailored for you. This personalized approach means we can address your unique financial challenges and provide the financial clarity and confidence you deserve.
Knowledge Can Lead To Financial Freedom
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.