Planning is a Personal Experience
"We want to make creating a plan for your financial future as easy as possible. We don’t believe in questionnaires because dreams are too big to fit in a box. Here at Fort Washington, we function as a team to guide the client’s experience and ultimately deliver individualized expertise." - Kate Brown, CFP®, Vice President, Senior Wealth Planner
Wealth planning is the experience of figuring out where you are today, where you want to go, and developing a roadmap to help guide you through life’s transitions.
Our unique approach to identifying your priorities allows you to share your story. The focus is on you and your loved ones, and we work to provide objective ideas and strategies that may lead to what you define as success. For us, success is defined not by a benchmark, but in helping you live the one life you have in the best way you can.
Through careful listening, we identify your priorities to understand what’s important to you now and for the future. Our team provides ongoing and proactive strategic advice as we work to succeed for you. Your needs are always at the forefront of our wealth management process, and your financial goals are central as we curate your optimal plan.
Vice President and Senior Wealth Planner Kate Brown describes the planning experience you can expect at Fort Washington Investment Advisors Private Client Group.