FSM Wealth

FSM Wealth is a financial services company founded in 1985 with the slogan "Trusted Advice from Trusted Advisors." The company specializes in conducting in-depth evaluations of clients' financial profiles to create structured plans based on saving and investing. FSM Wealth, Inc. offers a range of financial instruments tailored to clients' goals, whether they are building savings, planning for retirement, or creating wealth for future generations. The company's experienced professionals provide expertise in wealth management and take pride in designing innovative financial strategies to help clients achieve their financial objectives.

FSM Wealth operates in the financial services, insurance, and wealth management sectors. The company offers securities through Kestra Investment Services, LLC (Kestra IS), and investment advisory services through Kestra Advisory Services, LLC (Kestra AS). It is not affiliated with Kestra IS or Kestra AS. FSM Wealth, Inc. discloses that not all individuals on its website are registered to offer securities products through Kestra IS or Kestra AS. Additionally, the company emphasizes that its services are only available to residents of the United States and that not all products and services may be accessible in every state or through every representative or advisor listed.

As of now, FSM Wealth does not have publicly available information on its headquarters, last investment, or last investment investors. The company directs interested parties to its compliance department for additional information and outlines contact details for client services. It also provides links to FINRA and SIPC websites for further disclosures.