Fraudsters will try just about anything to get your attention and convince you to share personal information. A recent, common scam involves the ability to spoof telephone numbers. If you receive an unexpected phone call or text message, never give out details such as your account number, card number, password or PIN. If you have any suspicion, hang up the phone or delete the text and call us directly. We take your privacy very seriously and are here to help!
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Our approach to investment management serves as the foundation for many of our other services, focused on personal touch and data-driven decision making. FSB Wealth Management’s Investment Philosophy is fundamental to our investment management process.
We combine our understanding of your personal financial situation with our years of research, data and financial discipline to determine the optimal portfolio asset allocation. To ensure you are comfortable with the risk associated with the portfolio, we will provide you with a risk and reward analysis to help you understand the projected risk and returns of the recommended asset allocation.
Be assured, our investment management process continues after your account is fully invested. Your account is continuously monitored and rebalanced as needed. If your personal financial situation changes, we will adjust your individual investments as necessary.
|Michael W. Atwood, CFA||President & CEO|
|Nikki Mann, CFP||Vice President & Trust Officer|
|Blake Alexander||Investment Portfolio Analyst|
|Pam Adkins||Trust Assistant|
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE