Fenerdjian Wealth

Protecting and enhancing what’s important to you

We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.

Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.

Together, we will develop a comprehensive plan to help you achieve your long term goals.

As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.

Train arriving, symbolizing timely insights

Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

14 April 2025
Making sense of nonsense
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Market Insights

7 April 2025
Staying the course amid market volatility
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Investor Strategy

April 2025
Facts vs feelings
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

The value of financial advice

Why should you work with a financial advisor? A Richardson Wealth Advisor can help minimize financial stress and maximize your net worth.

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