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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Janet Engels and Tylar Lunke

Audio commentary: The Fed has spoken ... now what?

Janet Engels and Tylar Lunke discuss the Fed’s recent actions, market volatility, and what they think is in store for 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!

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Philip H. Fett Jr.