Fitzpatrick Wealth Management Group

Troy Wallace - Vice President/Investments                               Sue Hills - Financial Advisor                                       Cheryl Schneider - Registered Client Associate                         Kevin Fitzpatrick - Sr Vice President/Investments

If There Were an "Easy Button" for Planning With an Advisor... ....Would You Press It? 

What would it look like?

Probably a lot like the Fitzpatrick Wealth Management Group. And here is why...

In our more than 65 years of wealth managment experience, we've learned a couple of fundamental truths about building wealth and security for our clients and people just like you.

Fundamental Wealth Management Truth #1 - Relationships Matter

Fundamental Wealth Management Truth #2 - Performance Matters

And to make things easy, you need a financial partner that delivers on both.

Relationships Matter

We believe that the impersonal days of the self-important stockbroker who calls you only when it's time to sell you something are thankfully long gone. With Fitzpatrick Wealth Management Group, you'll experience our high-touch, "concierge" approach that provides you with the personalized, highly responsive service you deserve in a casual and relaxed atmosphere. Our always accessible style encourages client interaction and many of our clients drop in just to say hello when they are in the neighborhood.

You'll learn, when working with us that true wealth management is a holistic process that extends beyond the financial markets. Here are just some of the things we make easy:

• Investment and Financial Goal Planning Process
• Retirement Planning
• Estate Planning Strategies
• Education Planning
• Asset Protection Strategies
• Insurance Planning
• Business Succession Planning

Performance Matters

While helpful, friendly, and responsive service is a must, it's not enough. You also need to be confident that your wealth is appropriately protected and positioned to grow so that you can pursue your personal and financial goals - whatever they may be.

Here again, our philosophy and approach is different and refreshing. Your personal wealth management plan will be individually tailored using the results of your personal goal analysis, our in-house expertise, and Stifel Nicolaus' award winning research team.

How about we sit down together and see whether the Fitzpatrick Wealth Management Group's approach is right for you? Contact Cheryl at (630) 845-2923 and let her make the arrangements for you.