The team at Frost Wealth Management® (FWM) has been a helping families grow, protect and leave a legacy since 1988.
During that time, the FWM staff has undergone some growth of our own, including some new additions, but the core of what we do remains the same.
Our number one focus is helping our clients to understand their finances in order to make informed and healthy decisions. We help you to organize, manage, simplify. We call it financial wellness.
Investment and Portfolio Management:
Identifying your appropriate asset allocation
Completing an IPS (Investment Policy Statement)
Security research and selection
Our Client Service Agreement
Regular meetings to adjust and make changes in your portfolio
Financial Planning and Retirement Income Planning:
This is a comprehensive service designed to determine your goals and objectives and monitor and report your progress to achieving them. It also involves ongoing discussions of what are the risks associated with reaching your goals. We co-ordinate your plans with our Strategic Partners to ensure that we meet your long term goals.
We provide services such as monthly newsletters, a website, seminars, workshops and books as well as being available to answer any financial planning question. If we can’t answer it, our strategic specialists will.
We provide basic planning education and refer complex questions to our team specialists.
Custom Designed Mortgages:
Our strategic specialists have over 30 years of experience in designing customized mortgages, at the best rates for our clients.
We discuss and implement solutions for reducing, or eliminating, risks associated with:
Long term care
Out of country travel
Intergenerational Wealth Transfer Strategies:
Many of our clients wish to transfer assets to their children or grandchildren in the most tax efficient methods. We have a team specialist who works with our clients to do this.