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Firewall Capital Management is a comprehensive private wealth management firm offering a suite of services and products to connect all aspects of your financial life. Though we live in complex and rapidly changing world our goal is to simplify your financial strategy to enable you to feel comforted by your assets rather than concerned. We can tailor a financial strategy as unique as you are. Our wealth management services include:

Strategic Planning

  • Goal identification
  • Consultation on life changes that affect your assets
  • Current and long-term cash flow management
  • Education funding analysis for children and grandchildren

Comprehensive Retirement and Financial Planning

  • One on One access to a Certified Financial Planner
  • State of the Art Web–based Financial Planning Software

Investment Management

  • Fee-based portfolio management
  • Develop customized Investment Policy
  • Quarterly portfolio reviews and annual in-person strategy meetings
  • Tax-efficient investing
  • Regular asset rebalancing of personal and retirement assets

Legacy Planning

  • Wealth transfer strategies
  • Estate planning
  • Insurance review and analysis

Charitable giving strategies

Advisor and Asset Coordination

  • Legal, tax and insurance advisors coordination
  • Employer-sponsored retirement plan and pension tracking
  • Professional advisor referral

Account Aggregation and Secure Information Storage

Client Education Programs

  • Investment articles and newsletter
  • Topical e-mails
  • Opportunities to network with those who have similar interests
  • Regular seminars on topics such as how to educate your children about money
Firewall Clients

Is today the day you take control of your financial future?

Firewall Capital Start Your Financial Future Now!

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