FSB Wealth Management offers comprehensive investment advisory services for private clients, high net worth individuals, and institutions such as corporations, foundations, endowments, and community funds. Our fee-based system helps to ensure that these portfolios are managed efficiently, eliminating all mutual fund loads and minimizing security commissions.
Our customized investment management process focuses on a disciplined approach to financial markets and long term goal setting, including an emphasis on strategic asset allocation, a technical process for diversification, adaptable portfolio rebalancing, and extensive contact with our clients. Our analytical tools and comprehensive strategies allow us to provide our clients with a high level of sophistication and an unrivaled personal touch.
For more information on FSB Wealth Management's investment advisory services, please contact one of our Wealth Management Professionals.
Wealth Management Professionals
|Michael W. Atwood, CFA||President|
|Nikki Mann||Trust Officer|
|Pam Adkins||Trust Assistant|