As you seek to build your wealth and attain your financial goals, it is important to have a trusted advisor by your side, assisting you in developing a financial strategy. At Faithward Advisors, the wealth management team is here to assist you in your financial journey. By creating a strategy for planning, investing, and protecting your assets, our professional partners can help you become a better steward of your wealth. This gives you the freedom to live your life, generously give to causes close to your heart, and create a lasting family legacy.
Wealth management built on sound principles can yield security and prosperity. Faithward Advisors seeks to give advice and avoid strategies that add undue risk relative to potential return.
Our strategic partners at Faithward Capital come alongside our experts to deliver well over 150 combined years of experience in critical fields related to money management, wealth accumulation, and financial planning. This experience, coupled with some of the most highly credentialed internal and external professionals in the industry, can give you confidence that your team has the expertise to protect and grow your nest egg. Fluent in both the fundamental and technical languages of traders and the markets, Faithward Advisors and Faithward Capital team members work together using an investment philosophy that limits risk without compromising potential growth.
Because proper weighting of stocks, bonds, other asset classes, and cash helps provide consistent returns to our investors.
Because time and patience create more stability and higher yields.
Because “putting all your eggs in one basket” can leave you exposed to more risk.
Because investment company research, experience, expertise, market access and negotiating power can help maximize performance.
Stocks with strong balance sheets
Stocks with rising earnings
Stocks that are reasonably priced
Stocks with strong price momentum
Stocks with attractive risk/reward profile
Does your portfolio reflect your Christian values? At Faithward Advisors, the wealth management team uses Biblically Responsible investment portfolios that align your resources, beliefs, and values together for growth – without compromising your faith.
The team of experts at Faithward Advisors wants to understand your individual needs and your unique goals for the future. We listen carefully as we get to know you. We then craft a customized strategy to help meet those needs and realize those goals. Faithward Advisors offers several asset management programs, including:
At Faithward Advisors, we create a personalized plan for managing your wealth. Rooted in the principles of sound financial planning, our process is designed to meet your financial goals and adapt to market trends.
Since 1990, Faithward Advisors has provided comprehensive financial advice and wealth management services to individuals from our home office in Fort Myers, as well as a location in Naples.
We rely on a team of experienced, knowledgeable wealth advisors and CERTIFIED FINANCIAL PLANNER™ (CFP®) to provide strategies and insights that help you make smart investment decisions. With our open-door policy, our wealth management team is always available to answer questions about your portfolio.
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Faithward Advisors and American Portfolios are not affiliated with Faithward Capital.