Fitzwilliams Wealth Management Inc.

Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and businesses, and reports approximately $123.55 million in discretionary assets under management. The firm charges asset‑based fees and typically combines financial planning with portfolio management delivered through client accounts.

Fitzwilliams outsources portfolio construction and trading to third‑party sub‑advisors that employ active strategies across bonds, stocks, mutual funds, ETFs and, when appropriate, options and derivatives; each client is assigned an Investment Policy Statement and accounts are monitored and rebalanced on an ongoing basis with at least annual client reviews. The firm grants sub‑advisors trading authority under limited powers of attorney and discloses that sub‑advisors receive a portion of the management fee.

What stands out about Fitzwilliams relative to many peers is its business network and structure: it operates with multiple affiliated businesses (an insurance brokerage and a tax preparation business) and maintains solicitation arrangements with third parties, which the brochure notes can create potential conflicts of interest. The firm also previously advised a private fund that has since been closed and maintains a multi‑office practice, reflecting an operational footprint and service relationships that are less common among similar team‑based advisors.