FAO Wealth

FAO Wealth At FAO Wealth, we are dedicated investment advisors who treat your financial future with the same care and commitment we would our own.

To us, your family is our family—and that means building long-term relationships rooted in trust and understanding

Long-term care planning is not simply about whether you can afford future expenses out of pocket.For affluent families, ...
10/08/2026

Long-term care planning is not simply about whether you can afford future expenses out of pocket.

For affluent families, it is about protecting the lifestyle you have built, preserving assets for the people and causes you care about, and avoiding unnecessary pressure on your broader wealth management strategy.

A thoughtful plan can help coordinate insurance solutions, investment management, estate planning, and tax-aware financial guidance—so future care needs do not derail the goals that matter most.

If it has been a while since you reviewed long-term care as part of your financial plan, our team at FAO Wealth is here to help. Let’s discuss how it fits into your long-term financial planning.

October is National Financial Planning Month—a helpful reminder to step back and make sure your financial decisions stil...
10/06/2026

October is National Financial Planning Month—a helpful reminder to step back and make sure your financial decisions still align with what matters most to you.

A thoughtful plan can help bring clarity through changing markets and changing life circumstances. Consider revisiting:
• Your short- and long-term goals
• Retirement savings and income needs
• Investment allocation and risk tolerance
• Insurance and estate planning documents
• Tax-aware strategies for the months ahead

At FAO Wealth, we believe financial planning works best when it is personal, coordinated, and built around your goals. If you would like to review your strategy, our Trumbull, Connecticut team is here to help.

Please share this with someone who may benefit from a financial planning check-in.

A well-designed 401(k) match can strengthen your benefits package while helping position your company as a competitive, ...
08/20/2026

A well-designed 401(k) match can strengthen your benefits package while helping position your company as a competitive, forward-thinking employer. If you are evaluating how to structure your match, there are a few key considerations to keep in mind. Swipe through to learn more.

If you are exploring your company’s 401(k) options or looking to refine your current plan, our team is here to help. Contact us to start the conversation.

Stocks and shares may sound the same, but they represent different pieces of the investment puzzle. Understanding the di...
08/18/2026

Stocks and shares may sound the same, but they represent different pieces of the investment puzzle. Understanding the difference can help you make more confident decisions as you move through your financial planning journey.

At FAO Wealth, our team helps investors across Connecticut build long‑term strategies rooted in clarity and confidence. If you’re unsure where these fundamentals fit into your broader goals, we’re here to walk you through it.

Ready to review your investment strategy? Reach out anytime.

Building generational wealth is not a single moment but a series of intentional choices that shape long-term financial s...
08/13/2026

Building generational wealth is not a single moment but a series of intentional choices that shape long-term financial stability. Our team at FAO Wealth helps families take the right steps toward creating a legacy that lasts.

From financial planning and retirement planning to estate planning and tax-aware strategies, we guide you through each stage with clarity and confidence.

If building a strong financial foundation for future generations is one of your goals, we’re here to support you. Reach out to start crafting a personalized plan designed around your family’s values and long-term vision.

Tax season may be in the rearview, but this time of year is still full of planning opportunities.A midyear tax check-in ...
08/05/2026

Tax season may be in the rearview, but this time of year is still full of planning opportunities.

A midyear tax check-in gives you a clear picture of where things stand and helps you make adjustments while there’s still time — whether that means reviewing your withholdings, planning for year-end strategies, or coordinating tax-aware decisions with your broader financial plan.

At FAO Wealth, our team helps you align these updates with your long-term financial planning, retirement planning, and overall wealth management goals.

If you’re wondering whether a midyear review could benefit you, reach out and start the conversation with us.

Markets can feel unpredictable day to day, but staying focused on long-term investing is one of the most reliable ways t...
08/04/2026

Markets can feel unpredictable day to day, but staying focused on long-term investing is one of the most reliable ways to build lasting wealth. If recent market swings have you feeling uncertain, you’re definitely not alone.

Swipe through for a few reminders from our team at FAO Wealth about why staying invested can help support your long-term financial plan.

If you’re wondering whether your current strategy still aligns with your goals, we’re here to help. Call us at (203) 248-3076 and let’s make sure your plan keeps moving in the right direction.

Business transitions can have a real impact on retirement plans, and our team at FAO Wealth is here to help organization...
07/16/2026

Business transitions can have a real impact on retirement plans, and our team at FAO Wealth is here to help organizations navigate those changes with confidence. When a 401(k) plan is affected, plan sponsors often need to address key operational and compliance steps to stay aligned with regulations and keep employees informed.

Swipe through to learn what to expect and how thoughtful planning can support a smooth transition.

If your organization is preparing for or currently navigating a business change, reach out to us. Our team can help you build a clear, compliant strategy that protects your retirement plan and supports your long-term financial planning goals.

A strong cash reserve is one of the simplest ways to add stability to your financial plan. It creates a buffer for unexp...
07/16/2026

A strong cash reserve is one of the simplest ways to add stability to your financial plan. It creates a buffer for unexpected expenses and short-term needs, helping you stay on track even when life takes an unexpected turn.

Swipe through to learn what cash reserves are, why they matter, and how they fit into long-term financial planning.

If you want help evaluating whether your current cash reserve aligns with your overall goals, our team at FAO Wealth is here to guide you. Give us a call anytime.

The dog days of summer are here, and we are just stopping by to say hello! We hope you’re soaking up the sun, catching a...
07/15/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

Address

55 Merritt Boulevard
Trumbull, CT
06611

Telephone

(203)2483076

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