Fratarcangeli Wealth Management
Fratarcangeli Wealth Management is a nationally acclaimed wealth management practice headquartered in Bloomfield Hills, Michigan. Founded in 2014, FWM has become an award-winning wealth advisory firm known for high-net-worth planning, alternative investment solutions, and customized service. The firm serves a diverse base including high-net-worth individuals, corporate executives, family offices, athletes, entertainers, and nonprofits. The team also works with government agencies, employee benefit plans, ERISA qualified plans, endowments, foundations, family offices, and other institutional entities.
ABOUT FWM
FWM is a nationally recognized, award-winning wealth advisory firm known for high-net-worth planning, alternative investment solutions, and customized service.
FWM is led by Jeff Fratarcangeli, a top-tier wealth manager and industry veteran with over 30 years of wealth and investment management experience.
The firm is headquartered in Bloomfield Hills, Michigan, with offices in Fort Lauderdale, Florida, Mishawaka, Indiana, and New York City, NY.
FWM CORE SERVICES
Advisory & Investment Planning.
The firm offers advisory programs, separately managed accounts, and comprehensive investment planning across asset classes and client goals.
Financial Products.
The firm has an extensive product lineup including equities and stocks, ETFs, ETPs, mutual funds, fixed income, commodities, futures, options, and more.
The firm offers access to non-traditional strategies such as hedge funds, managed futures, REITs, private equity, and charitable gift funds.
Retirement & Education Planning.
The firm also offers individual retirement accounts, business retirement plans, and 529 and education savings plans.
Estate & Legacy Planning.
FWM offers trusts services, charitable giving strategies, and insurance planning included under their estate strategies framework.