Read over our list of services.

WEALTH PLANNING

Fischer Wealth Advisor’s seasoned specialists in asset allocation, investment planning and estate distribution formulate a comprehensive accumulation and preservation plan that seamlessly addresses all your needs and goals. We approach wealth planning with the clear understanding that each client has different objectives. Whether their priorities focus on economic return, tax efficiency, or the development of strategies that are designed with the goal of protecting wealth, we have the flexibility and know-how to offer solid financial strategies to assist them in pursuing their goals.

INVESTMENT MANAGEMENT

Our investment management strategies include advisory and investment services. We can address a spectrum of goals – from preserving principal to maximizing growth. Our team members’ extensive knowledge and professional dedication means your financial plan will be seamlessly coordinated and professionally managed, even in the most challenging economic climates.

ALTERNATIVE INVESTMENT MANAGEMENT

Examples of alternative investment strategies include long/short equity and bond, event-driven investments, absolute return, managed futures, real estate and hedge strategies. Short bias, global macro, and equity market neutral are other alternative tactics we will explore when the timing and circumstances are right for a particular client’s portfolio.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

INCOME PLANNING

income planning

We have experience working with income generation in a variety of ways depending on your needs and risk tollerance. We can use stocks, bonds, prefered stock, convertables securities, options, Realestate Investment Trusts (REITS), annuities, life insurnace just to name a few different ways we can produce the rigth combination of income sources for you.
One of our clients favorite ideas is the Defined Distribution Strategy that provides high monthly income and only has a 30 day commitment.
We also have access to botique style income generating investments that provide high current income often with tax deferedl benifits

Find out more about how we can help you!

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