Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners, LLC (FWP) is an SEC-registered investment advisory firm headquartered in Boston, Massachusetts. Founded in 2012, FWP provides holistic investment consulting, wealth advisory, and family office services to high-net-worth individuals, family trusts, charitable trusts, and foundations. With a team of around 8-9 employees (primarily investment professionals), FWP specializes in personalized wealth planning, investment management, and integrated governance for affluent families and institutions.
Investment Strategy
FWP takes a client-centric and individualized approach, rejecting generic allocation models in favor of bespoke investment policy statements tailored to each client's unique goals, needs, and objectives. Their process includes in-depth evaluation of clients' current financial positions, needs analysis, personalized asset allocation, and ongoing monitoring and reporting. FWP offers both discretionary and non-discretionary investment management, providing educational-based advisory, policy formation, portfolio construction, and periodic reviews to optimize and align investment plans with clients' life objectives. The firm emphasizes transparency, independence, and long-term results, serving as a trusted advisor to high-net-worth families and related entities.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 28.82% | $30.6M | 53,858 | $513.91 | $568.03 | -$7.6M |
V VO | VANGUARD MID CAP ETF | 9.39% | $10.0M | 35,633 | $265.26 | $279.83 | +$3.6M |
B BIV | VANGUARD INTERMEDIATE-TERM BOND | 9.37% | $9.9M | 128,640 | $77.34 | $77.34 | +$9.9M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.25% | $9.8M | 172,224 | $50.83 | $57.01 | -$17.1M |
V VB | VANGUARD SMALL CAP ETF | 4.81% | $5.1M | 21,566 | $221.75 | $236.98 | -$6.9M |