Our Services

FinSym Partners offers clients a comprehensive approach to wealth management and provides a variety of personalized financial and investment advisory services to our clients.

FinSym Partners provides the following services:

  • Analysis of existing assets and investments
    • Understanding and assessment of client goals (education, savings, retirement age, etc.) and client’s financial flexibility
      • Preparation of a detailed financial plan including recommendations and investment strategies among many different types of assets
        • Supply analysis and recommendations as to the actions and investment strategies necessary to attain client financial planning objectives
        • In addition, we provide advice and referrals in other financial areas including estate planning, tax planning and preparation, and insurance.

          FinSym Partners is strictly a fee-only financial planning and investment management firm. The firm does not sell commissioned products.

          • Initial review of client risk tolerance with periodic review
            • Development of client specific Investment Policy
              • Recommended portfolio asset allocation and target investment vehicles
                • Monitoring and rebalancing of portfolio according to investment policy
                  • Regular reporting and portfolio review vs. goals

                  Phone: 206-276-1774