Frederica Wealth Advisory

Our Client-Centered Approach

At Frederica Wealth Advisory, we believe that it’s never the wrong time to do the right thing. We value our clients and we believe our superior service and long-term relationships reflect that.

Ensuring Your Peace Of Mind

We understand the concerns our clients may have about running out of money. Through our comprehensive financial planning and wealth management strategies, we aim to alleviate these fears by implementing robust retirement income plans, optimizing investment portfolios, and providing ongoing guidance to help you find long-term financial security.

Services Focused On You

We specialize in discretionary asset management and retirement income strategies so that you can worry less about handling your financial picture and more about enjoying your life the way you want.

Our Three-Step Process

Through our comprehensive three-step process, we aim to provide you with
a holistic approach to financial management that addresses your unique needs and goals.

Assess

Through in-depth discussions and comprehensive analysis, we gain a deep understanding of your unique circumstances and aspirations. This assessment allows us to lay a solid foundation for developing a customized financial plan that aligns with your objectives.

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Plan

We leverage our expertise and industry insights to craft a tailored financial plan specifically designed to meet your needs. We consider various factors such as investment strategies, asset allocation, tax optimization, estate planning, and risk management. Our goal is to create a roadmap that helps you achieve your short-term and long-term financial objectives while seeking to mitigate potential risks.

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Manage

Our experienced team diligently monitors your portfolio, making necessary adjustments based on market conditions and changes in your circumstances. We provide regular performance reviews and transparent reporting to ensure you are informed about the progress of your investments.

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Streamlining Your Financial Journey With eMoney

We are proud to utilize the eMoney software for each of our clients. eMoney is a powerful tool that enhances the overall financial planning experience. With eMoney, clients can have a comprehensive view of their financial picture in one centralized location. They can track their investments, monitor their cash flow, and analyze their spending habits with ease. The software also allows for scenario planning, enabling clients to explore different financial strategies and make informed decisions. eMoney also provides secure document storage, simplifying the organization and accessibility of your important financial documents.

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