Fountainhead Wealth Advisors

With over 45 years of combined experience in financial services, our firm’s founders envisioned a planning process that exists at the intersection of finance, tax and estate. At Fountainhead Wealth Advisors, original thinking is inherent in who we are and explains why we set out to redefine wealth management. The FWA model goes beyond making referrals to experts and brings them into the conversation at the beginning of our engagements. The goal of our integrated planning process is to organize, simplify, and optimize all the crucial pieces of your financial life – taxes, business, investments, real estate, insurance, retirement, estate planning, and philanthropy. FWA provides our clients with a full menu of financial services, including personal wealth management, customized financial planning, tax planning, trust and estate planning, and charitable giving. We understand that everyone’s financial needs are unique which is why we will build custom solutions to suit you.