Custom Financial Guidance
For the Next Generation of Wealth Generators
Faubion Wealth Management (FWM) works closely with tech founders, executives, and entrepreneurs to provide comprehensive wealth planning and investment management services. By navigating their ever-growing complexities of concentrated equity and wealth, we provide the confidence needed to focus on what matters most in life through knowing that your financial future is secure.
Building a Bridge Towards Success—As You Define It
What Kind of Wealth Construction Do You Need?
FWM understands that the mid stages of wealth generation call for diverse levels of assistance. Unlike many traditional firms, we offer a range of services to meet varying needs. Explore our different offerings to see what might work best for you.
For more service offering detail, click here for our services comparison infographic!
Progress Over Perfection
As you move through life, things might change. This is why FWM strategies are living and breathing. They aren’t silver bullets. Your plan is designed to help generate and protect your wealth—but it’s also malleable to support your evolving life.
When Working Together,
Here's a Bit About What You Can Expect:
Understanding who you are, your passions and your aspirations enables us to provide you with the options that make the most sense for your unique circumstances.
We consider every single element and relevant fact of your situation in order to construct a structurally sound, personalized bridge towards your future.
Having your back means empathizing with you, time and again, to find—and anticipate—the right financial moves for you or your family.