A complete list of active advisors currently associated with FSC Wealth Advisors, LLC
Warmer can help you find a great advisor at FSC Wealth Advisors, LLC or one who fits your needs even better.
FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser that provides fee-based investment supervisory, portfolio management, investment consulting and financial planning to individuals, businesses, qualified retirement plans, trusts, estates and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and serves a relatively large client base of about 686 clients supported by a four-advisor team. The firm’s investment approach emphasizes broadly diversified, systematically managed portfolios with periodic rebalancing and client-specific investment policy statements that consider risk tolerance and time horizon. For clients seeking more customized strategies, FSC offers separately managed account direct-indexing strategies with tax-loss harvesting and, in some cases, covered-call overlays to address concentrated positions. FSC discloses several features that distinguish it from many peers: it provides services to plan-level or pooled retirement accounts and conducts educational workshops and seminars for investors and the public. The firm also maintains an affiliated accounting practice and reports that some representatives are dually licensed as registered representatives and insurance agents and that it has received transitional assistance from a broker-dealer partner; these relationships are disclosed as potential conflicts and are managed through client disclosures.
To learn more about the advisors currently working at FSC Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fishkill, NY
| 3
| |
Waterford, CT
| 28
| |
Fishkill, NY
| 12
| |
Fishkill, NY
| 42
|
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