Services
Services
Money does not come with instructions. Wealth gives rise to many challenges. Some are timely, most are not. We assist investors and families with a full scope of advisory services:
Family Office Services
- Bill Pay Services
- Charitable Funds
- Lending - Securities Based Lending
- Donor - Advised Funds
- Wealth Transfer
- Executive Compensation
- Restricted stock and options
- Investment Management
- Portfolio Construction
- Alternative Investments
- Coordination with Legal and Tax Advisors
- ABLE Accounts
- Portfolio Monitoring and Performance Measurement
- Goals Based Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
kgilmore@fcgfinancial.com | (973) 507-0700