Wealth & Asset Management
Smart investing may help you secure a solid financial future, but where do you begin?
At FC Wealth Advisors, our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives. We’ll also help you understand the basics of investing and the importance of having realistic goals and expectations
All investments involve the risk of potential investment losses and no strategy can assure a profit.
Investments in model strategies may expose the investor to risks inherent within the model and the specific risks of the underlying investment directly proportionate to their allocation.
Mutual funds and exchange traded funds (ETF) are sold by prospectus. An investor should carefully consider the investment objectives, risks, charges and expenses of a mutual fund, ETF, variable annuity and the variable annuity’s underlying investment options before investing. This and other information is provided in the product and underlying fund prospectuses. Contact your advisor or the investment company to obtain a copy of these prospectuses, which should be read carefully before investing.
Costs
We are sensitive to costs and believe in full disclosure.
We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.
Emotions & Risks
We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success.
The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.
Fiduciary Duty
We invest in our client's money as if it were our own.
As a chartered bank and approved fiduciary, FC Wealth Advisors is required by law to put our clients' interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.
Contact Us Today!
It's easy to arrange a confidential financial review. You may contact us directly by calling 1-855-880-3694, or ask about setting up an appointment at the FCBank office nearest you.
NOT FDIC INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY |
NOT A BANK DEPOSIT |
This site is designed for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. registered representatives may only conduct business with residents of the states for which they are properly registered.
Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Chris Butcher and Stephanie Wagner, Registered Representatives. Chris Butcher and Stephanie Wagner, Investment Advisor Representatives, offers advisory services through Securities America Advisors, Inc. Securities America and all entities named are unaffiliated.