Wealth Management Services

Expert Financial Consultants & Wealth Management Services

Through our affiliate, Fordham Goodfellow Financial Services, LLC, we provide a distinctive wealth management and financial planning approach that is focused on helping clients make educated and appropriate decisions about their financial future. Our intention is to provide an integrated & coordinated approach to each client’s unique needs, goals, and concerns.

Teamwork, trust, and value all play an important role in achieving and maintaining the long-term relationship that is vital to a successful personal financial plan. Each of our clients needs are unique, and in order to help build and protect the future of each individual, an accurate evaluation of their current financial status is critical. We strive to consider what is important to you, who is important to you, and when you want to accomplish your objectives.

In addition to our wealth management and financial planning services, we have established an affiliation with Freestone Capital Management. Freestone is a wealth advisory and asset management firm dedicated to providing customized solutions for their clients. Their services and investment resources complement our approach and intention to provide an integrated plan unique to each client.

All of these plans are custom designed to meet the objectives of you, our client. Recommendations are based upon the strengths and weaknesses found in our analysis, and once plans are implemented, we then act as your guide to help navigate the ever-changing set of financial circumstances.

Contact our Financial Consulting Firm

When you partner with Fordham Goodfellow Financial Services, LLC, we will provide you with in-depth guidance from our knowledgeable experts that will help you preserve your wealth throughout the years. You will always have access to our expertise and valuable insights to maximize your growth potential. Contact us to get started on smarter and better wealth management today!