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 Advisors Blog

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...