All of our finacial advisors have CFP® or MBA credentials and we measure our advisor experience in decades instead of years.  You can have confidence in our consultants for all your Private Wealth Management needs.

FRS Capital Management's Private Wealth Services help protect an individual's wealth and income with intelligent investment and insurance decisions by planning for life's major events in three major areas:  Financial, Retirement and Estate Planning.

FINANCIAL PLANNING:  The protection of earning power and the accumulation of capital for life events; the balance of income and expenses, and the preservation of lifestyle if income is interrupted.

RETIREMENT PLANNING:  The accumulation of capital for retirement on a tax preferential basis through employer sponsored plans and individual retirement accounts.

ESTATE PLANNING:  The preservation of wealth as it passes from one generation to the next through the minimization of estate taxes by employing proper ownership of assets, proper trust utilization, gifting programs and the correct use of insurance, both life and long term care.