We focused our efforts on working with Plan Sponsors and their Participants.
We deliver the knowledge and guidance to strengthen your employees’ future.
FPA Wealth Management has been serving individuals,families and businesses for over 40 years.
We are dedicated to helping business owners and executives improve the effectiveness of their retirement plans. Serving as your investment co-fiduciary, our team will craft custom solutions and provide informative, educational opportunities to assist your employees in preparing for their future.
As we guide you through the decision-making process, we are professionally involved and emotionally detached. Our efforts are designed to collaborate, not to persuade you to take a specific course of action. If we’re not the best retirement plan solution for your business, tax and financial needs - we’ll let you know.
For those companies that want to make tax deductible retirement plan contributions in excess of the 401(k) Profit Sharing Plan limits, we work with a legal, actuarial and third party administration firm to help design, implement, consult and administer cash balance pension plans in combination with 401(k) profit sharing plans.
Our network of industry professionals strives to ensure that your comprehensive corporate benefits needs aren’t just met - but exceeded.