Bethesda, MD – FBB Capital Partners provides personalized wealth management services to individuals and institutions, ensuring their wealth profile is properly managed through tested and proven strategies. With over 30 years of experience in the industry, the company has built a solid reputation for taking an unbiased approach to helping clients make intelligent financial decisions to ensure financial security today and to protect their legacy.
FBB Capital Partners takes its role as a fiduciary seriously and ensures that each client and family enjoys customized services to keep them protected. The team understands that each client is unique, so they work closely with their clients to understand their circumstances, goals, and interests and then develop strategies to help them achieve those objectives.
“For us, wealth management is personal. Our highly personalized consultative approach lets us better understand our client’s financial goals, while our team of credentialed financial advisors and planning experts provides our clients with the sophisticated objective advice they deserve,” said Stein Olavsrud, CFPâ”?, Executive Vice-President and Chief Compliance Officer.
FBB Capital Partner’s team of financial advisors offers wealth management and financial planning services including: executive services, retirement planning, charitable giving and planning, tax efficiency and planning, estate and trust planning, education planning, elder care planning, and more. Clients and their families can also benefit from risk management services as well as elder care planning and legacy planning.
FBB Capital Partners works with women, affluent families, business owners, foundations, and endowments. Clients interested to know more about them can follow FBB Capital Partners on their social media pages to stay updated with the company’s latest announcements.
Those looking to hire wealth managers will enjoy a simple and personalized onboarding process that begins with discovery and goal setting. At this stage, the team wants to gain a better understanding of the client’s situation and define their short and long-term goals. Once completed, the teams move on to customized asset allocation and investment management, where unique strategies based on the client’s goals are deployed. The team also offers ongoing tax-sensitive wealth advisory services that reduce risk as well as review and monitor the wealth management plan to ensure it is in line with policy and regulatory changes.
Experience quality wealth management and advisory services from FBB Capital Partners by contacting them via phone at (301) 657-8870 or visiting their website for more information. The company is headquartered at 4520 East-West Hwy Suite 450, Bethesda, MD, 20814, US.
FBB Capital Partners
4520 East West Hwy Suite 450
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Glean News journalist was involved in the writing and production of this article.