Hello, I am Joe Fernandes, CERTIFIED FINANCIAL PLANNERTM.

At Fernandes Wealth Management, LLC., we believe many executives, professionals, business owners and retirees lack professional guidance in an ever-growing complex financial landscape.  

We also believe these same people are more time strapped than ever - and desire simplicity.

Does this sound like you?

If so, let us show you an easier  way.  The process we employ differs from other financial professionals who may focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as the “concierge” for your broad financial needs including:

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

INSURANCE

TAX EFFICIENT & ESTATE PLANNING STRATEGIES

 

Our purpose is to help bring financial order to your life... And keep it that way!

 

 


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