Our Mission


FTWM is dedicated to helping individuals and their families simplify and seek to protect their wealth in a comprehensive manner.

We have the skill to advise and the wisdom to listen. Our approach extends to what you have today, what may come, and the legacy you choose to leave.

We understand that life's purpose and balance are always changing. No single approach will work for everyone or even for an entire lifetime. Through formal and informal interchange of thoughts and information, your financial balance can be understood, planned, and pursued. Life is too short to follow someone else's plan - we find balance only when we follow our own.

The Dress Rehearsal

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