About Us

FPA’s WealthForge Team specializes in working with high-net-worth families and individuals with complex investment, retirement income generation, tax, and estate planning needs.  Our team has over 55 years of experience navigating intricate and volatile financial, tax, and policy environments. 

Having successfully traversed three recessions and six distinct financial bubbles, we have the experience, training, and bespoke investment strategy to forge wealth in any market environment.

FPA's WealthForge Team is dedicated to forging lasting relationships and helping you build enduring financial strength.