Broker Check

Our Process



Our Process Revolves Around You

At Frederick Wells Advisors (FWA) we embrace processes that support collaborative client relationships. And when your financial goals – at any given time in life – are challenged, our best practices provide the flexibility to make changes and offer solutions always working side-by-side.

Client Centered

Discovery – Factual and Emotional

Your first formal meeting with FWA, encompasses gathering data to gain a deep understanding of your wealth and to learn more about you. The team asks multiple questions and requests key documents and information related to your financial situation. We will also ask about your financial goals, priorities, and emotional outlook.

Client Centered

Analysis and Assessment – Intellectual Capital and Expertise

Once we have all of your data and information, this material is analyzed by FWA’s financial advisory team. Your current financial position serves as the foundation upon which this team assesses a range of strategies/roadmaps designed to meet your personal and financial goals.

Client Centered

Finalizing the Financial Plan – Collaborative and Personal

At this stage, you will you meet with your advisory team either face to face or virtually. The team will then present you with strategies designed to address your financial/personal needs, goals and priorities. Together we will agree on a financial plan that is in your best interest. Going forward, if life takes unexpected turns and/or financial goals change, Frederick Wells Advisors are at your side to help you to make adjustments.

Client Centered

Monitor and Review – Ongoing and Essential

An essential element of your financial plan is the continuation of your collaborative relationship with FWA. We will meet on a consistent basis according to your needs and complexities. We’re able to proactively help you through life’s transitions and welcome you to contact us when challenges or key decisions arise.

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