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About Us & Our Value | FSI Wealth Management Values, money and the pursuit of more intentional lives

Our goal is to help individuals, families, and businesses manage their finances so they can plan and reach their long-term goals.

At FSI Wealth Management, our core values are centered around securing our clients present and future by implementing a personalized, hands-on, supportive and positive experience for our clients.


The Golden Rule

The Golden Rule

The core foundation we have followed from day 1 is ‘The Golden Rule’ - the principle of treating others as we would like to be treated. Our core ideals that sew together the fabric of our company’s culture stem from this professional bedrock. 

Trust and Respect

Trust and Respect

Trust is a foundational part of our business, and we understand that in order for us to build and maintain long-term relationships with our clients, we must have mutual respect and understanding of our clients’ needs. We ensure that all information shared with us is secure and our team always remains committed to providing a level of service that puts your interests first.

Honesty

Honesty

We strongly believe that being transparent with our clients is key to achieving success. That is why our team takes the time to thoroughly educate, review and implement each decision we make for your finances. We understand the importance of full disclosure when it comes to providing advice and direction for your financial future.

Innovation

Innovation

At FSI Wealth Management, we strive to be forward-thinking and embrace new ideas and ways of working. Our team uses the latest tools and strategies to help make informed decisions on our clients’ behalf. We continuously update our knowledge base so we are able to better serve you and make sure that you are always in control of your finances.

Empathy

Empathy

Our team works with our clients to build a long-term relationship built on empathy. We believe in listening to our clients’ stories, understanding their objectives — your wants, needs, goals, priorities, challenges and last, but not the least the legacy you want to live behind. But most importantly, being your support system not just in terms of financial matters, but through the ups and downs of life.

 

These core values help us stay true to our mission of providing personalized wealth management solutions that meet our clients’ long-term financial goals.

Our first priority is helping you take care of YOU and YOUR family.

 The FSI Wealth Team Works For YOU

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Colton Punches

Colton Punches

Financial Advisor

(619) 681-1911

(619) 681-1901

Lucie  Neves

Lucie Neves

Senior Director Digital Marketing

(619) 681-1911

Paul  Neves, CFP®, ChFC®

Paul Neves CFP®, ChFC®

President & Wealth Manager

(619) 681-1911

(619) 681-1901

Schedule Your 20 Minute Ask Me Anything Today!

paul@fsiwealth.net |  (619) 681-1900

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