FITZWILLIAMS WEALTH MANAGEMENT INC.

Overview

Fitzwilliams Wealth Management Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is registered with the SEC (registration year reported as 2026) and bills clients on a percentage-of-AUM fee model. Its primary clientele is individuals and families; core advisory services listed on its Form ADV include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is identified as a capital allocator, which aligns with its practice of selecting external managers on behalf of clients. The snapshot filing notes that Fitzwilliams is not an active ESG investor and is not designated as a multi-state adviser in the adviser summary. Industry affiliations include relationships with other investment advisers, accountants, law firms, and insurance companies, suggesting a networked approach to addressing client needs beyond pure portfolio management.

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Investments & Alternatives

Location & Offices