We are a full service accounting and tax firm that handles all matters of accounting needs. These needs go beyond personal and business tax filings to include consulting on business entity selection, forming and dissolving businesses, as well as consulting on all matters of business issues and problems.
We pride ourselves with our knowledge of economics and investment strategies witch is evident by our continuous desire for education in these fields. Knowledge in these areas gives us a better perspective on risk and the limitations of searching for return without considering tax implications. Investments are subject to market risks including the potential loss of principal invested.
At FWM we like to use the term risk management rather than insurance, because at its core, insurance was created to manage risk. Many of those risks are well known; like the risk of dying too soon and leaving your family with financial insecurity. We strive to educate our clients on all financial risks and how we can mitigate those risks to an acceptable amount. This may mean that you are over insured in some areas of your life and not at all in others.