FG Wealth Management

Overview

FG Wealth Management is an independent, owner-operated Registered Investment Advisor organized as a limited liability company. The firm positions itself as a capital allocator for a mix of individual, family and smaller institutional clients, with a preference for discretionary portfolio management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting work and selection of third-party advisers, and it charges clients via a percentage-of-AUM and fixed-fee structure. Investment activity shows a clear tilt toward publicly traded equities as the primary building block for client portfolios. Exchange-traded equities account for the largest single asset class, and the firm uses external managers and third-party vehicles for non-core exposures. FG Wealth Management does not identify as an active ESG investor and operates from a single-state base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices