Client Demographics

To ensure truly exceptional service, Fierce accepts only a limited number of clients from the following categories:

Family Offices

We engineer strategic wealth management strategies while providing comprehensive services for foundations, endowments, and estates. We help maximize your impact by building a lasting legacy for future generations.

Professional Athletes

We prepare pro-athletes for life after sports by providing comprehensive investment and wealth management services, along with entrepreneurial resources to build diversified income sources.

Business Owners/High-ranking Executives

We design, implement, and monitor investment strategies and help navigate mergers/acquisitions to liquidate business interests with tax efficiency. We also assist in stock option exercise, RSU’s, deferred comp, and overall portfolio management for executives and directors.

You’ve worked hard to get here, Fierce helps make it sustainable for generations to come…

Contact

Name

First Name

Last Name

Phone

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Wealth Management Services:

Investment Management: Custom-built portfolio strategies to achieve long-term capital appreciation, income generation, or a combination of both.

Active Investment Management

Name

First Name

Last Name

Phone

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Trust Solutions

Turnkey Trust Management: Charitable Trusts, Non-Profits, Endowments, Foundations, Family Trusts, and Special-Needs Trusts.

Turnkey Trust Management

Name

First Name

Last Name

Phone

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Multi-Generational Wealth Advisors

Efficient Asset Transfer: Charitable giving/charitable transfers, estate transfers, and gifting strategies.

Wealth Transfers

Name

First Name

Last Name

Phone

(###)

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Client Demographics

To ensure truly exceptional service, Fierce accepts only a limited number of clients from the following categories:

Family Offices

We engineer strategic wealth management strategies while providing comprehensive services for foundations, endowments, and estates. We help maximize your impact by building a lasting legacy for future generations.

Professional Athletes

We prepare pro-athletes for life after sports by providing comprehensive investment and wealth management services, along with entrepreneurial resources to build diversified income sources.

Business Owners/High-ranking Executives

We design, implement, and monitor investment strategies and help navigate mergers/acquisitions to liquidate business interests with tax efficiency. We also assist in stock option exercise, RSU’s, deferred comp, and overall portfolio management for executives and directors.

You’ve worked hard to get here, Fierce helps make it sustainable for generations to come…

Wealth Management Services:

Investment Management: Custom-built portfolio strategies to achieve long-term capital appreciation, income generation, or a combination of both.

Trust Solutions

Turnkey Trust Management: Charitable Trusts, Non-Profits, Endowments, Foundations, Family Trusts, and Special-Needs Trusts.

Multi-Generational Wealth Advisors

Efficient Asset Transfer: Charitable giving/charitable transfers, estate transfers, and gifting strategies.

PRIVACY POLICY

FORM ADV Part 2a/2B