An experienced team, dedicated to your success
We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance.
As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on mitigating risk and pursuing long-term success, fortified by thorough, objective investment research and selection.
We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you strive for every one of them.
Through the back door to bigger retirement savings
Yield curve shift
In the name of conservation
Should you franchise your business?
What’s driving the recent surge in bond yields?
Fed Chairman not in a rush
Trim your future tax bill by thinking ahead
Resist Short-Term Temptations
Why 15 minutes of mentorship has game-changing potential
The global easing cycle will continue in the months ahead
- Fort Private Wealth Counsel
- 2900 Highway 280 S Ste 100 Birmingham, AL 35223-2469
- T: 205.879.0016
- F: 205.802.7339
- TF: 800.786.6445
- Map & Directions
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