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The professionals of FSAMG focus our core disciplines on the needs of our clients through financial planning, asset management, life insurance and long-term care insurance services.

Our staff of professionals specializes in providing each client with personalized analysis and quality customer service. We are available to answer your questions relating directly to Federal and State life insurance programs, such as FEGLI, WAEPA, SATI, etc., in addition to investment management planning concerns. We pride ourselves in our commitment to our corporate values of Professionalism, Experience and Integrity.

Advisory Services

Advisory services are offered through our investment advisor representatives of FSAMG.  Services offered include:

  • Financial Planning
  • Customized Asset Management Services

Investment Services

Investments are offered through investment advisors of FSAMG. Products offered include:

  • Fee-based Managed Portfolios
    • Individual / Joint
    • IRAs (Roth, Traditional, SEP, SIMPLE, Beneficiary)
    • IRA Rollovers (TSP, 403(b), 401(k), Pension)
    • Trusts
    • UGMA / UTMA 
    • 529 Plans
  • Stocks / Bonds
  • Certificates of Deposit (CDs)

Click here to download our Risk Tolerance Questionnaire

Insurance Services*

FSAMG through its licensed insurance professionals offers:

  • Life and Long Term Care Insurance Planning
  • Supplemental Life Insurance
  • Long Term Care Insurance

* Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details for coverage, contact your agent.

 

In addition to these services, we provide personalized evaluations of your current investment portfolio. Upon discussion and determination of your risk tolerance and diversification levels, you will receive FSAMG recommendations and expertise that provides comprehensive financial guidance and planning tools to pursue your retirement and estate goals.


F & S Asset Management Group (FSAMG) is an SEC registered investment adviser that has notice filed in AZ, CA, CO, CT, FL, GA, HI, IL, MD, MA, MI, MO, MS, NC, NJ, NM, NY, OH, OK, PA, TN, TX, VA, and WA. An investment adviser "IA", or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as an investment adviser, or IA Representative, as appropriate.  No IA transaction will be affected or attempt to be affected without first complying with appropriate registration requirements or applicable exemptions or exclusions.  For CA, insurance may be offered through individual licensed insurance professional K. Wayne McLeod (CA license #0C50825).

Tel: (904) 398 1001 Fax: (904) 398-0091 Email: info@fsamg.com