Today, helping our clients achieve their financial goals requires more than offering investment advice alone. Our financial advisors are well equipped to offer advice on our clients' entire financial wellness picture - financial planning, insurance, investing, managing credit, and protection. Our advisor's value will be determined by how well they meet these needs and their ability to offer holistic solutions in a single consolidated plan. Providing value to clients goes beyond investment portfolio performance; it's about showing how financial wellness solutions extend to all aspects of their financial futures so they can: Have control over day to day and year to year finances, have the capacity to absorb financial shocks, stay on track to meet their financial goals and ultimately, have the financial freedom to make the choices that allow them to enjoy rich lifestyles.
For the individual, Fendz specializes in offering investment and insurance advice catering to different financial needs and lifestyle goals. This allows our clients to live in the now, and let us keep an eye on what's is ahead. For the business, we seek to maximize employer sponsored retirement plans, and have a team dedicated to business exit planning. Fendz is closely associated with a vast network of local seasoned professionals & world class institutions that gives us the breadth to advise individuals, employees, employers, and business owners alike. As early adopters of the holistic lifestyle approach, we look to educate our clients on the greater financial picture while offering comprehensive solutions tailored to their objectives.
As a fiduciary, we not only personally pledge to put your interests first at all times, but also embrace our legal obligation to do so. We custody through Pershing LLC (a subsidiary of The Bank of New York Mellon) and Betterment Securities, members FINRA/SIPC. In addition we represent some of the largest insurers such as AIG, Fidelity and Guaranty, Pacific Life, Allianz, Athene, and others.