Wealth Management Services
Fieldhouse provides comprehensive wealth management services designed to help you preserve and grow your wealth.
Planning Your Future
Our integrated wealth management services are designed to help you achieve your financial goals at every stage of life. From discretionary investment management to retirement and estate planning strategies, our goal is to simplify complex financial situations and empower you to make confident decisions with lasting peace of mind.
Our wealth advisors focus on understanding your unique circumstances and delivering personalized solutions tailored to your needs and aspirations. Whether you’re building wealth, preparing for retirement, or preserving a legacy, we take a holistic approach to align your financial strategy with your life goals. Through clear communication and proactive guidance, we help you navigate financial complexities and create a secure foundation for your future.
Our Integrated Approach
By integrating our wealth management services into your financial plan, it’s our goal to address every aspect of your financial future and help you achieve lasting success
Discretionary Portfolio Management
As registered portfolio managers, we take control of the decisions surrounding your investments and deploy portfolios that align with your investment needs and objectives.
Financial Planning
Whether securing a comfortable retirement, funding a child’s education, or ensuring everyday financial stability, through careful analysis, we pinpoint your goals, identify potential shortfalls, and design a tailored plan that provides peace of mind and long-term confidence.
Insurance and Estate Planning
We help protect your wealth and secure your financial legacy by integrating insurance solutions and strategic estate planning. We focus on ensuring a smooth transfer of assets to future generations and managing your financial risk with insurance products.
Tax Planning
We develop strategies to optimize your tax efficiency, reduce liabilities, and maximize after-tax wealth. By integrating proactive planning and personalized solutions, we help you preserve more of your earnings and achieve your financial objectives.
Lifestyle & Philanthropic Planning
We help align your wealth with your values, ensuring your financial strategies support your desired lifestyle while creating meaningful opportunities for charitable giving.
Fieldhouse Pro Funds Trust
At Fieldhouse we manage our own suite of proprietary investment funds. Investors can harness our expertise and strategies directly from our funds.
Investment Portfolios
Dedicated Portfolio Solutions
We create portfolios designed around your financial needs, managed by our team of expert and experienced discretionary portfolio managers. Our solutions focus on understanding your risk tolerance and investment objectives so that we can select the right solution for you.
Explore PortfoliosOur Investment Teams
Our qualified portfolio managers deliver wealth management guidance tailored to your unique needs. Whether you’re focused on growing your wealth or preserving a lasting legacy, we prioritize principal protection while striving to achieve consistent, risk-adjusted returns.
