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.
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.
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.