Welcome to
The Fahr Group - Private Wealth Managers, a team of investment professionals and financial
planners providing customized investment solutions and comprehensive wealth management designed to give you complete and lasting financial peace of mind.
We adhere to a disciplined Comprehensive Wealth Management approach that gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. We provide a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life.
Our Client Profiles
Our clients see value in having a trusted wealth management team overseeing their investments and assisting them in achieving their financial goals. While each client and their goals are unique, in general terms they share an interest in achieving consistent long term results and a focus on preserving capital. Their investment portfolios range from a quarter million to beyond seven figures and their lifestyles generallly fall in three broad categories;
1. Retirees
Individuals who are seeking steady income stream, protection against inflation and assistance with estate planning issues.
2. Those planning for retirement
With our team's strong emphasis on comprehensive wealth management we can provide cash flow projections and advice on minimizing taxes while planning for retirement. We also support our clients with the soft issues involved in life and business transition planning.
3. Business Owners and Senior Executives
Many individuals in this group are just too busy to dedicate the time required to manage their own investment portfolios. Our disciplined approach provides peace of mind their investments are properly diversified and growing while they dedicate their energies to business
Our Seven guiding Principles
1. It’s your money
2. The investment process begins
with our clients
3. It’s a long term partnership
4. We take a disciplined approach
5. We help manage risk
6. We look at the big picture
7. Regular review is key
Click on the image below for an introduction from Terry Fahr,
Investment Advisor for the Fahr Group - Private Wealth Managers.
For interactive information regarding Terry's disciplined approach in
managing investments, visit his
online profile, which is updated regularly.
Please feel free to contact our team via email, fax or phone, all listed in the profile.
