About Us

The management team consists of seasoned professionals with over 75 years of combined experience in advising wealthy individuals in the areas of:

  • Tax Planning

  • Wealth preservation and development

  • Investment advisory

  • Trust and estate planning

  • Business consulting and strategic planning

Our commitment to clients is evident in our three core values of integrity, performance and service – which govern all of our decisions.

FMG approaches each decision on behalf of its clients with:

  • A clear understanding of each client’s goals

  • Full business knowledge with innovative application

  • Cohesive execution of strategy

  • Highest professional and ethical standards within an entrepreneurial environment

  • Development of long-term relationships with clients through consistent communication and superior service

  • Full Confidentiality