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Our Services

We work closely with clients to help them manage, protect, and grow their wealth through personalized strategies and ongoing guidance.

As our clients’ needs have evolved, the breadth of services offered by Fogarty Wealth Management, Inc. has grown alongside them. Click below to learn more about our services.

Our firm specializes in serving physicians, retirees, pre-retirees, business owners, and engineers, as well as advising on ERISA-qualified retirement plans. Through years of experience working with these clients, we’ve developed a strong understanding of the unique financial challenges they face—along with the opportunities available to help them plan, grow, and protect their wealth, both individually and within employer-sponsored retirement plans.

**Consult your tax attorney or CPA for specific advice on legal and tax matters.

Wealth management is the process of achieving life goals through the disciplined management of financial resources. At Fogarty Wealth Management, Inc., we adhere to the high standards set by the International Association of Registered Financial Consultants, including ethics, education, examination, licensure, experience, professional practice, and ongoing continuing education when evaluating a client’s current financial picture and developing recommendations for the future.

Fred Fogarty holds the Accredited Investment Fiduciary® (“AIF®”) designation and is committed to putting clients’ best interests first by applying a prudent and transparent approach to investment recommendations.

We strongly believe that the active management of investment risk is the key to long-term investment success. Each strategy is tailored around each individual's goals and objectives.

Our approach to advising our clients is taken from the father of value investing, Benjamin Graham, who argued that “the main benefit of having a professional advisor is to protect the investor from costly mistakes, not best the averages.”

Thus, since investment risk cannot be eliminated due to many factors in our world, it must be effectively managed.  The reduction of investment risk lies at the top of our investment philosophy.

Strategies We Employ To Help Manage Investment Risk

  • Strategic Asset Allocation - We help to develop long-term investment strategies that will help you reach your financial goals while keeping your individual risk tolerance in mind.  This process includes allocating your money various among asset classes.
  • Broad Diversification - A well diversified portfolio includes a strategic and tactical blending of various asset classes and investment management styles.  Please note that diversification does not ensure a profit and does not protect against losses in declining markets. It is a method used to help manage investment risk.
  • Careful reviewing - Rather than placing your assets into a generic "bucket" or silo strategy managed by third-party investment firms, we believe your financial plan should be as unique as you are. Your personal goals, risk tolerance, time horizon, and priorities are at the center of every recommendation we make. We take a customized approach to portfolio design, building investment strategies tailored specifically to your individual needs - not a one-size-fits-all model.
It is important to recognize that investment management strategies cannot control investment return because no one controls the market.  However, effective investment management strategies can help to mitigate certain types of risk.

Healthcare insurance, Life insurance, Long-term Care insurance, Disability Income insurance, and more. Insurance Services are offered through Fogarty Financial Services.  Please reach out for a quote.

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Today, college savings strategies are more abundant than ever and deciding which one is best for you is no easy task. Whether your situation calls for ways to access your retirement plan or utilize the ever-changing 529 College Savings Plans* or the Coverdell ESA, we have professionals who specialize in this area.