Trusted Financial Guidance

We have dedicated ourselves to taking the stress out of financial decisions for individuals and small businesses, empowering them to focus on the things that matter the most to them.  We’re your personal CFO.

“Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.”  

-Benjamin Graham

“I will tell you how to become rich…Be fearful when others are greedy. Be greedy when others are fearful.”  

-Warren Buffett

“I buy on the assumption they could close the market the next day and not reopen it for five years” 

-Warren Buffett

“If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.”

-Peter Lynch

“Buy not on optimism, but on arithmetic.”

-Benjamin Graham

Professional Investment Management

By carefully following the capital markets, from macroeconomic trends down to company-level actions, we help manage risk across your entire portfolio. We work individually with clients to tailor a portfolio that meets your risks and objectives.

Personal service

We’re your personal CFO. Let us help you organize your finances so you can focus on what’s important to you.

A Better Business Model

FWM is a Registered Investment Advisory firm, or RIA. Unlike most financial advisors, RIAs are fiduciaries for their clients, which means they must always act in their clients’ best interest. Learn more about the RIA business model by clicking below.

A Respected Partner

Firelands Wealth Management leverages the resources of TD Ameritrade Institutional, one of the leading broker/dealers for RIAs. All FWM client assets are held at TDAI, giving clients access to a full range of banking and investment services.

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Firelands Wealth Management LLC | 352 Main Street, Huron, OH 44839 | 419-616-0092

Appointments are no-obligation and walk-ins are always welcome. Hours:

Hours: 9am - 5pm Mon-Fri, excluding market holidays.