Helping you grow more than wealth

Philip H. Fett Jr.,

Managing Director - Financial Advisor

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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The 7 Biggest Mistakes People Make In Their Wills, According To Estate Lawyers

According to some estate lawyers, some mistakes can be very costly when it comes to estate planning. These attorneys have seen it all, and they want you to avoid these costly legal and financial problems for your family's sake.

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Wishing you and your family a joyous Easter holiday!

How to advocate for a loved one in the ICU

When someone you care about is in the ICU, they may not be able to advocate for themselves. Learn how you can be their advocate.

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Philip H. Fett Jr.