Investment management
Low-cost, diversified portfolios held in your name at Charles Schwab, rebalanced with taxes in mind.
We build portfolios from broad index funds and individual Treasury and CD ladders. Your accounts stay in your name at Charles Schwab; we can place trades and deduct our fee, and we cannot withdraw money to anyone but you.
Every portfolio follows a written investment policy statement you sign. It says how much is in stocks and bonds, when we rebalance and what we do when markets fall, so there is nothing to decide in a hurry.
Who it is for
Households with $400,000 or more to invest
Included
An investment policy statement, index and bond ladders, tax-loss harvesting, rebalancing, quarterly fee statements
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