Total Wealth Management

At Fickling Rachar Wealth Management, we bring a comprehensive range of investment, financial, tax, insurance, wills and estate, legacy creation and inter-generational wealth transfer planning services to the exacting challenge of building and protecting client wealth.

We call this Total Wealth Management:

  • Investment & Portfolio Management

  • High Net Worth & Family Wealth Management

  • Insurance Based Solutions

  • Financial Planning

  • Retirement Planning

  • Will & Estate Planning

  • Henson Trusts – A Trust for the Disabled

  • Tax Minimization Strategies

  • Charitable Gift Programs

Our client service fees are based on a modest percentage of client assets under administration. This approach ensures complete cost transparency and the total alignment between your interests and our own.

Private Investment Management

Depending on your investment preferences and investable assets, we offer Private Investment Management. Increasing numbers of our clients are taking advantage of this unique discretionary account. Please speak with Mark Rachar or Carol Fickling to learn more about it.