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Thank You!

Thank you for completing our questionnaire!

Please check your email and/or junk folder to get your risk profile score. 

Your responses help us understand your comfort level with risk and how you think about investing. We use this information as one part of the process when building a custom investment portfolio that aligns with your goals, time horizon, and overall financial picture.

Firelands Wealth Management provides comprehensive financial planning services, including:


• Retirement Planning
• Estate Planning
• Tax Planning
• Life Insurance Planning
• Employer Plan & Benefit Guidance
• Education Planning

©2025 by Firelands Wealth Mangement LLC. 

Securities offered through Charles Schwab & Co., Inc (Schwab), member FINRA/SIPC. Investment advisory services offered through Firelands Wealth Management LLC (FWM), an affiliate of Firelands Federal Credit Union (FFCU). FWM & Schwab are not affiliated. Firelands Wealth Management LLC is an Ohio Limited Liability Company and Registered Investment Advisor (RIA), registered with the State of Ohio.


Investing involves risk. Brokerage products are not FDIC-Insured and may lose value. Any claims of past performance do not guarantee future returns.

 

Our firm’s Form ADV, which provides detailed information about FWM’s business practices, fees, conflicts of interest, and disciplinary information, is available upon request.

 

Neither the Securities and Exchange Commission (SEC) nor the State of Ohio has approved or disapproved of the advisor’s services, or any securities offered, nor have these authorities passed upon the accuracy or adequacy of these disclosures.

You can view our Privacy Policy HERE

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