Our Clients
Our Strategic Focus
FDP is focused solely on strategies tailored for high net-worth clients, their businesses, families, and foundations. Learn more about:
— Including entrepreneurs, professional athletes and entertainers.
— Company owners accustomed to the hard work and risk of the construction industry.
— Sports and Entertainment figures with unique wealth challenges.
— Heirs navigating either long-planned or sudden wealth.
— Our unique approach to inter-generational planning and stability.
Tapping Our Advisor Network
FDP clients enjoy the distinct advantages of our participation in a unique roundtable of specialty advisory firms like ours across the country.
Essentially a think-tank for the exclusive benefit of high net-worth clients, this mastermind group gathers 3-4 times per year. Together we collaborate on innovative strategies and share our best practices for wealth retention and growth in light of global economic developments.
Our commitment to continual refinement and innovation is why succeeding generations of our clients have come to rely on FDP to help them earn more, keep more, and gift more.
Your wealth is no accident. Neither is keeping it.
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PROSPERITY BLOG
The War and Its Impact – So Far
What is the efficient market theory? Textbooks have been written to fully explain the theory. But if we can sum it up in one sentence: Assets, such as stocks, reflect all publicly available information. It is a foundational principle of finance.
Navigating Volatility
Over the weekend, global markets were shaken by significant geopolitical developments, as the US and Israel carried out coordinated strikes on Iran that resulted in the death of Iran’s Supreme Leader. Iran responded with missile strikes, which escalated tensions and heightened uncertainty in global markets.
GET RICH vs. STAY RICH
FDP Wealth Management
8841 Research Dr., Ste 100
Irvine, CA 92618
888.525.4690
© FDP Wealth Management, All Rights Reserved
Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Adviser and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201 FDP Wealth Management, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. FDP Wealth Management, LLC, Valmark Securities, Inc. and their representatives do not offer tax or legal advice. You should consult your tax and/or legal professional regarding your individual circumstances. CA Insurance License #0675533/0H92100