FAC Wealth Management is a fee-only financial planning firm located in Naples, Florida. Our firm specializes in asset management including wealth accumulation and wealth preservation strategies for high net worth clients. Our asset management solutions are used widely among professional investment advisors managing large pension plans and other institutional funds. Typical clients include business owners, entrepreneurs, corporate executives, retirees, individuals and families who are charitably inclined.
FAC Wealth Management offers a FREE newsletter to clients and the general public. Current newsletter topics include financial planning, tax planning, estate planning, retirement planning, asset protection, business planning, economic conditions, investment theory, Dimensional Funds Advisors, and many more.
Worth Magazine
Top 250 Wealth Advisors - October 2008
Paladin Registry
Forbes Magazine
Worth Magazine
401(k) Rollovers while Employed
by Glenn Ambach, CFA
If you are like many Americans, the majority of your investable assets are held within... CONTINUE>>
Measuring Bond Market Risk
by John W. Steakley, Jr., CFP®, CRPS®
Most bond investors understand that there’s an inverse relationship between interest... CONTINUE>>
Should you convert to a Roth IRA?
By Peter E. Boyack
The year 2010 presents a unique opportunity for retirement savers as a result.... CONTINUE>>
Estate Tax Alert
by James P. Carroll, MBA, RFC®
I cannot recall a time where one year could make such a difference. However, under.... CONTINUE>>
