Fitzwilliams Wealth Management Inc.

Overview

Fitzwilliams Wealth Management Inc. is an independent, corporation-structured registered investment adviser owned by an individual and positioned to serve individuals and families. The firm operates on a percentage-of-AUM fee model and describes itself as a capital allocator that provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Fitzwilliams does not flag itself as an active ESG investor, and it does not identify as a pension consultant or related adviser. Industry relationships the firm reports include ties with another investment adviser, accounting and law firms, and an insurance company. The firm’s SEC registration is listed with a 2026 effective year.

Assets & Accounts

Investments & Alternatives

Location & Offices