What We Do
Confidence to lead a more financially secure life.
What We Do
FBB Capital Partners’ approach provides clients with a level of confidence to accomplish the financial goals they wish to achieve for themselves, while also being mindful of the legacy they wish to leave behind.
Time and again our clients tell us one of the most valued aspects of their relationship with FBB is our willingness and ability to work in concert with their other professional advisors. Whether a tax advisor, attorney, or another independent advisor, we have the experience and expertise to help formulate and execute successful strategies for our mutual clients.
OUR PROCESS
At FBB Capital Partners we do not subscribe to a “one size fits all” model. Instead, we take the time to learn about how you think and what is most important to you and your family or business. FBB takes pride in treating every client as an individual and offers unbiased recommendations to put your interests first.
Discovery and Goal Setting
Gain a better understanding of each client’s situation and define short and long-term goals.
Customized Asset Allocation / Investment Management
Identify your unique strategic allocation strategy.
Wealth Advisory Services
Develop an ongoing wealth management plan which is tax-sensitive and reduces risk.
Review & Monitor
FBB proactively monitors your investment allocation and financial planning pillars ensuring your comprehensive strategy continues to meet your needs throughout an ever-changing policy environment.
OUR SERVICES
At FBB Capital Partners, wealth management is personal. Our highly personalized consultative approach lets us better understand our client’s financial goals, while our team of experienced financial advisors and planning experts provides our clients with the sophisticated objective advice they deserve.
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Investment Management
Portfolio management aligned with your long-term financial planning.
Wealth Management & Financial Planning
Customized financial planning to meet your needs and objectives.
How FBB Capital Partners Upholds its Fiduciary Responsibilities
Stein Olavsrud Describes How FBB Capital Partners Upholds its Fiduciary Responsibilities
Stein A. Olavsrud, CFP®, is the Executive Vice President of FBB Capital Partners and Chief Compliance Officer. FBB is a Fee-Only Wealth Management Firm that offers investment management, retirement planning, and other financial services to its clients. As a Fiduciary, we must act in our client’s best interest. Reach out to FBB Capital Partners Wealth Advisory Services today for your portfolio management needs.
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. FBB Capital Partners does not serve as an attorney, accountant, or insurance agent. FBB Capital Partners does not prepare legal documents, nor does it sell insurance products.
Get In Touch
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.