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 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.

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.

Our SAIL Program™ (Strategic Allocation for Income and Longevity) for example, is designed specifically to address the annual cash flow needs and longer term investment income generation strategies for our clients in or nearing retirement.

FMB Wealth Management’s clients are offered customized choices and solutions that will allow them to reach their goals and reinforce their values.  These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment.

In every aspect of our work, we make an uncompromising commitment to provide world class client service and to meet every client’s highly individualized wealth management needs.

We also have two advisors who specialize in Divorce Financial Planning. We find that our consultative process combined with their expertise obtained through the CDFA® designation (Certified Divorce Financial Analyst®), allows us to have a significant positive effect on the financial outcome of the divorce for our clients.

Our Services

The FMB Blog

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...

Indexes and Your Investments: Part IV

3/31/17 The Opportunities and Challenges of Index Investing In the late 1800s, Charles Dow, the father of the Dow Jones Industrial Average, originally set out to measure market trends and forecast market movements through the creation of the world...

Indexes and Your Investments: Part III

3/23/17 Index Fund History, Types, and Definitions Explained In our last Indexes and Your Investments blog post, we reviewed what makes the most popular index funds rise above the rest and how the individual stocks in these popular index funds are...

Indexes and Your Investments: Part II

3/9/17 A breakdown of how index funds are formed As we learned in our introductory “Indexes and Your Investments” blog post, index funds are groups of stocks, similar to mutual funds, containing stocks with similar characteristics, such as size,...