FCG Wealth Management

FCG Wealth

 

Our Mission Statement - FCG Wealth Management is a financial services firm committed to one thing only: our clients. At FCG, we specialize in partnering with you to create and implement a comprehensive financial plan to make sure all of your goals and objectives are met. There is no one set financial plan for everyone. That is why we take the time to create an individual, unique plan for each and every person, family, or business that is best suited for their specific needs. Having over 20 years of financial services experience, and having an extensive base of resources that include CPA's, Attorneys, and other professionals that create a one-of-a-kind experience. We take a team-based approach and partner with our clients in creating a plan that takes into account your short-term and long-term goals. At FCG, you can rest assured that we are here for you for the long run, and will continue to be there for you every step of the way in working towards your financial goals.

Meet Our Team

Christopher J. Morales
President

Remy Dou
Financial Advisor

William Rhodes
Financial Advisor

Jose E Cruz
Financial Advisor

Daniel Frayle
Financial Advisor

Bianca Sanchez
Client Relationship Management

Our Values

Simplicity

Financial planning can be complicated. We believe in simplifying the process and strive to make your life easier. You need one of the top wealth management firms in Florida to provide clarity.

Collaboration

Communication and teamwork are essential to what we do. Whether working with you or other advisors and institutions, we see the bigger picture and work toward a common goal.

Results

Your success is our success. We are here to create value for you and protect your investments so you can focus on more important things.

 

 

Ask us a question!

Let us simplify your financial life with some answers.