Services
Seven kinds of work, one team. Most clients use three or four of them, and every one is covered by the same fee.
Retirement income planning
A written plan for when you can stop working, what you can spend each month and which account to draw from first.
Couples within ten years of retirement, or already retired
Investment management
Low-cost, diversified portfolios held in your name at Charles Schwab, rebalanced with taxes in mind.
Households with $400,000 or more to invest
Tax planning
Roth conversions, charitable giving and capital gains planned a year ahead, and coordinated with your preparer.
Anyone with income or gains they can move between years
Planning for business owners
Retirement plans, owner pay and the years before and after a sale.
Owners of companies with 5 to 100 employees
Equity compensation
A plan for RSUs, stock options and ESPP shares before they vest, not after.
Employees at public or late-stage private companies
Estate and legacy coordination
Beneficiaries, trusts and gifts kept in line with the documents your attorney drafted.
Families with a will, a trust or a plan to give
Planning only
The full planning service for a flat yearly fee, for people who want to keep investing on their own.
Do-it-yourself investors and people with assets in a workplace plan
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood