Wealth Management Advisors

Helping To Ensure Your Wealth Fulfills Its Purpose

FCS is recognized in the Top 100 of Forbes 2025 Top Wealth Management Teams Private Wealth. Tom Freeman, Managing Director, recognized in Barron’s 2025 Top 100 Independent Advisors as featured in the Wall Street Journal.

2025 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron’s based on the time period from July 2024 – June 2025 (Source: Barrons.com). Review award disclosures

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FCS is Built on the Foundation of Three Core Pillars.

Trust

Our clients rely on us to do what we say we will, when we say we will do it.

Competence

To help ensure we are at the cutting edge of investment strategies we receive ongoing training from some of the most sophisticated academic institutions in the world including Harvard Business School, Yale, Wharton, Northwestern and Notre Dame.

Discretion

We protect our families’ privacy with the same diligence we apply to their wealth. Discretion is foundational to everything we do.

Services Designed for Ultra High-Net-Worth Clients

Our practice offers a split structure to better serve the unique needs of our clients while maintaining the same high standards and applying our core principles of Trust, Competence and Discretion.

Family Office

Our Family Office division specializes in dealing with ultra-high-net-worth individuals whose investable assets exceed $25,000,000.

Private Wealth Management

Our Private Wealth Management advisors work with high-net-worth individuals with investable assets from $5,000,000 up to $25,000,000.

“Having wealth, but no time to enjoy it, is pointless.”

– Tom Freeman, Managing Director

Your Wealth Planning Roadmap

We create personalized financial strategies, guiding every decision with clarity, precision, and your goals in mind.

Detailed Planning Process

Tailored Private Wealth Strategies

Experience a personalized approach to growing and protecting your wealth, with expert guidance designed to meet your goals.

Private Wealth Management

Comprehensive Family Office

We provide strategic wealth solutions for families, combining investment management, estate planning, and concierge-level financial services under one trusted roof.

Family Office

Trust and Recognized

Tom Freeman Ranked Among Barron’s 2025 Top 100 Independent Advisors*

*Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron’s based on the time period from July 2024 – June 2025 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
FCS Ranked on Forbes 2025 Top Wealth Management Teams for Private Wealth

*2025 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams Private Wealth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts. Fee paid for use of marketing materials.
FCS Ranked Best-In-State Wealth Management Team 2025 by Forbes

*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.