Our Process

Our goal is to exceed your expectations as we constantly strive for excellence in what we do.

Through our unique, macroeconomic approach, we help our clients work through the many phases of their lives to make confident decisions based upon facts verified by math and science rather than market hype or opinion. Coordination of assets, comprehensive planning, economic modeling, building wealth, protecting assets, and distribution of wealth are all encompassed in our complete system, made to help you realize your short-term and long-term goals.

Listening and Understanding

Here at The Fitzgerald Group, we appreciate that each of our clients have unique concerns, aspirations, and goals. Our knowledgeable, dedicated, and experienced professional team strives to guide clients to achieve their objectives in an equally personalized way. We listen, ask essential questions, and seek to understand and respect what is important to you, taking the time to develop a comprehensive picture of the financial situation. No matter how complex the financial situation, we have the resources, relationships, and experience to deliver the solutions you need to move forward with confidence.

Maximizing Wealth Building

Most of the industry focuses on how much risk you can tolerate relative to the rate of return. Our philosophy and planning are rooted in helping you achieve your maximum wealth-building potential while also focusing on protection and financial confidence. We seek to protect your assets and family by mitigating risk and the various wealth eroding factors inherent in our society.

Separating Fact from Opinion

We provide a stable foundation to anchor yourself during turbulent times. We understand the increasing pace and complexity of business, family, and personal connections, and we feel you deserve an easily accessible, high-quality relationship with your Advisor. As such, we provide a Family Office solution to clients who seek clarity, integration, and one point of service team knowing what is important to them and their family.

Some examples of questions or concerns we can assist you with include the following:

There is a historically unprecedented interest-rate environment. How will this be a factor in my savings, investments, and assets?

Market Volatility; how can I best weather the cycles and understand how to stay calm amid the storm? What is the difference between average returns and actual returns? What will it look like when I need to access my money?

Misinformation is pervasive. It is on the Internet, magazines, books, sales literature, and opinions all around you, making it almost impossible to navigate. Many things that are promoted and may appear appealing can be detrimental to your financial circumstances. We help you separate fact from opinion and make recommendations based on math and science.

Enduring Client Relationships

Our dedication to providing exceptional client care has resulted in enduring relationships. Our goal is to exceed your expectations as we constantly strive for excellence in what we do. We care about who we are to our clients and the rewarding outcomes they experience. At The Fitzgerald Group, we continually seek more efficient ways for our clients to achieve and maintain financial independence.