Investment Management

Financial Planning

Developing an efficient and sustainable financial plan could be a daunting task for the hardworking individual. We understand this usually involves transforming decades-long of hard work, blood, and sweat into concrete goals and plans. A sound retirement plan opens the door to an enjoyable and comfortable life after retirement.

Planning for career and lifetime earnings, including investments, can earn hundreds of thousands of dollars more throughout their lives by merely making the right planning choices – as early in their lives as possible.

Unfortunately, bad financial decisions are routine amongst too many people in the US and around the world. We have also realized that a lot of it has to do with neglecting an effective and efficient financial plan, especially when we’re young.

At FA Capital, we put you in charge of your finances and future. We help develop an integrated financial plan that addresses every stage of life and oversees all aspects of your wealth management strategy.

Tax, Estate & Trust Services

One of the most critical decisions in the estate-planning process is determining who will oversee your estate and the trusts you create during your lifetime and after your death—an approach to navigating the complexities involved with safeguarding your legacy. At FA Capital, we can work with you to take care of those issues.

Investment Solutions

Highly customized strategic and tactical investment solutions designed to improve client outcomes while preserving client capital.

Philanthropic Services

Customized investment advisory and fiduciary services to address the unique and ever-evolving needs of philanthropic organizations