Value of Fiduciary Advice
The right advice can allow you to stop worrying about your money, and start enjoying it.
Create a Roadmap
“It only takes two things to succeed as an investor – having a good plan and sticking to it – and it’s the sticking to it part that most investors struggle with.”
-Warren Buffett
Your Legacy
“If you don’t have time to do it right, when will you have time to do it over?”
-John Wooden
Are you receiving true wealth management?
Learn about whether a second opinion is appropriate for you or someone you care about.

A boutique Wealth Management firm located in Westlake Village, CA.

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Investment Strategy

We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we have determined that we can add substantial value to those clients’ financial situations.

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Wealth Management

Using evidence-based, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have a tremendous impact for our select clients.

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Refined Process

The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build an investment plan designed to help overcome those issues.

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Welcome to FMB’s new web site.

Welcome to our website!  You’re most likely visiting because our firm was introduced to you by one of our existing clients, you’re a fellow professional, or you’re one of our valued clients.  Either way, we’re glad you’re here and feel your visit is a tribute to the experience we have delivered to our clients.  We hope this site serves to deepen your understanding of who we are, what we do, and how we do it.  In turn, we would value the opportunity to get to know you, if we don’t already.  One of our most valuable services we offer to our clients and professional partners is our Second Opinion service for their friends and loved ones.

The FMB Blog

DOL’s Fiduciary Rule Goes in...

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how...

THE FMB WAY.

FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process.We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design.  We only take new clients when we have determined that we can add substantial value to those clients’ financial situations.

Using passive, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have an impact for our select clients.The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build an investment plan designed to help overcome those issues.