Investment Services

We’ll help you limit risk and reach your financial goals

You need superior planning strategies in a centralized management environment. Fenwick provides access to a full range of investment, banking and risk management services to individuals and families, business owners, foundations and other financial guardians.

Fenwick Investments

You need an emphasis on planning, portfolio customization and tax management in order to meet your investment goals without undue risk or tax burden. As a liability manager, we provide access to local, regional and national resources.

As discretionary money managers bound by fiduciary responsibility to our clients; our mission is to help you limit your risk and reach your goals across market cycles.

Our Capabilities

  • Asset management
  • Retirement planning
  • Multigenerational wealth planning
  • Philanthropic planning
  • Investment solutions for corporate executives
  • Planning for selling a business
  • Single stock and stock options planning
  • Pension solutions
  • Foundations and endowments

Ready to get started?

Get in touch with our advisors today by calling 203-966-1212 or contacting us online.