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Life's uncertainties can make wealth management feel like a daunting task. One of our clients, a family and small-business owner, benefited from our help in planning for today and the future.(strong) Read the story. (/strong)
Non-profits have their own unique challenges. We worked with a growing non-profit to help them get a handle on their investments and build a plan. (strong)Read the story. (/strong)
Understanding and protecting the needs of a family member with special needs is important. We put our expertise to work to help one of our clients create peace of mind. (strong)Read the story.(/strong)
Planning for the next phase of life can be challenging. We help our clients through life's transitions, just like one of our clients that had recently lost her husband and needed to consider her options for her future. (strong)Read the story. (/strong)
We bring a unique combination of perspective and expertise to help our clients. Our extensive work admistering trusts helps families in their time of need. (strong)Read the story. (/strong)
Your best interest is our only interest.
Here at FFT, we see wealth management differently. Our mission, every day with every interaction, is to put each client's best interests first. Your needs are personal and we are always thinking and acting based on what's best for you, your family and your future.
The power of a true fiduciary.
Did you know that being a fiduciary is different than what many other advisors and investment professionals bring to the table? We are committed to being one of only about fifty nationally chartered trust companies in the U.S., which means we're held to much higher standards and regulations than most other firms. We call it being a true fiduciary. You'll call it a welcome change.