Strengthening your financial security

Strategy. Execution. Success.

We work as fiduciaries with our advisory clients to help them achieve financial security by building customized client portfolios of individual securities that provide long-term growth and income.  We believe this is done by investing in carefully selected stocks and bonds of outstanding businesses when they are undervalued or ignored by the markets, while also making sure you have enough liquidity to withstand market ups and downs.  By knowing what we own, we take some of the guesswork out of investing.  We don’t delegate decisions to somebody else.

In addition, our team can help you craft a personalized long-term wealth management strategy — whether it’s for retirement, college spending, or any other potential future expense.  Furthermore, we advise during times of need, transition or significant life change.  We also strive to provide exceptional customer service — if you call or email us, you will get our personal attention until your needs are met completely.  And, when you call us, you will speak with us — not a call center — and we will thoroughly answer your questions and help find a solution to your financial situation.

Someone is sitting in the shade today because someone planted a tree a long time ago.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Meet the team

Learn more about the Fisher Wealth Management Group.


Taking the next step

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  If interested in a potential meeting or to refer a family member or friend, visit our Contact page. 

Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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