FWH Clients

Our clients include retirees, professionals, business owners, executives and concerned investors like you.

References gladly available upon request.


Hypothetical Case Studies

iStock-1158791616.jpg
A professional wants to continue to build his stock portfolio in various industry sectors.
iStock-1181542851.jpg
A couple retires and desires laddered bonds for part of retirement income strategy.

iStock-944060494.jpg

A mid-career employee changes jobs and wants to roll his retirement savings.

iStock-1173180666.jpg

A family wishes to plan for future generations.

iStock-516016477.jpg

A single or widowed retiree needs to decide on the beneficiaries of her assets.

iStock-1133044986.jpg

Siblings inherit a family investment legacy portfolio.

iStock-155375652.jpg

A non-profit organization wants a socially responsible investment portfolio.

iStock-1181008199.jpg

An executive mitigates risk in concentrated stock positions in various types of stock awards.

iStock-480585555.jpg

A company founder sells her business and wants to invest the windfall in a portfolio.

skyline.png