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Fisher and Wiens

(925) 964-0090
beau@fisherandwiens.com

Welcome to Fisher & Wiens Wealth Management

Fisher & Wiens Wealth Management is a boutique wealth management firm supported by the resources of the nation’s largest independent broker/dealer* and further augmented by the extensive network of professional advisors and resources we have cultivated across multiple financial disciplines.

Beyond traditional planning and investment strategies

Our clients are individuals, families, corporate executives and business owners leading busy and productive lives. Many are business and industry leaders and entrepreneurs. All seek an advisory relationship capable of providing access to the specialized knowledge, experience and resources they require, well beyond traditional planning methods and financial strategies. As a result, we have earned a reputation for helping generations of our clients with their important business, career, family and life goals.

We build lasting relationships…

We work with accomplished individuals, families, business owners, executives and corporations who are motivated to seek out and implement the advice and guidance best suited to their needs.

…focused exclusively on your needs and financial well-being

Based on your individual needs, we help you capture the maximum value from the business you have built, prepare and plan for life in retirement, develop a long term financial plan and develop a legacy strategy for future generations. 

…providing the personalized service and sophisticated strategies you seek.

As your financial partner, we listen and respond to your needs using clear, simple language. We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your personal and business goals.

 



Meet Our TeamWhy Choose Fisher & WiensAbout LPL Financial

 

* LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation as reported in Financial Planning magazine 1996-2013, based on total revenues.