Advisory Services

 
 
 
 
 
 
 
 
 
 
 
 
 
Wealth Management Platform
FPG is proud to be with Woodbury Financial and have the ability to offer an open architecture platform to best support our advisor's practices.
 
Our Wealth Management Platform is a web-based, advisory platform that gives our advisors access to:
  • Model portfolios constructed by multiple, institutional-grade money managers
  • Separately Managed Accounts (SMAs) that address specific investment goals
  • A Unified Managed Account (UMA) solution incorporating separately managed accounts, Model Strategist Portfolios, mutual funds and Exchange-Traded Funds (ETFs)
  • Advisor Manged Portfolios that are customized to your objectives and risk tolerance

Wealth Management Platform: An Explanation of Fees

Trading and Clearing

Wealth Management Platform Enhancements

Investment Products

Services
We offer the following services in conjunction with being registered with the broker dealer, Woodbury Financial Services.
  • Holistic and Comprehensive Financial Planning
  • Wealth Management Strategies
  • Investment Strategies
  • Estate Planning
  • Retirement Plan Services
  • Risk Management Services