FP Wealth Management
FP Wealth is an independent wealth management firm focusing in financial planning and investments for individuals, families, and businesses. Today. Tomorrow.
Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience wi
06/19/2026
Considering alternative investments? It’s critical to sort through the complexity.
Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.
06/18/2026
Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.
06/17/2026
Ready to retire? Prepare with these key questions for those ready to take the big step.
Retirement Is a Beginning Key questions to answer when you are considering retirement.
Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.
06/13/2026
06/12/2026
Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.
How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.
06/11/2026
Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf
06/10/2026
Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
06/08/2026
Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.
White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.
06/08/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.
Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.
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| Monday | 8am - 5:30pm |
| Tuesday | 8am - 5:30pm |
| Wednesday | 8am - 5:30pm |
| Thursday | 8am - 5:30pm |
| Friday | 8am - 5:30pm |