FP Wealth Management, Inc. Email Format
Financial ServicesNebraska, United States11-50 Employees
FP Wealth Management, Inc. operates in the financial services sector with a focus on wealth management planning for individuals and families. The firm emphasizes a comprehensive, long-term client experience that starts when a client joins and continues through future years, ultimately assisting with estate transfers to beneficiaries and preferred charities. Based in Lincoln, Nebraska, the company maintains a client-centric approach as it serves a broad base of households through a small professional team. Offering securities and investment advisory services through SagePoint Financial, Inc., FP Wealth Management also provides insurance through its own channel, with the arrangement described as non-affiliated to SagePoint. The business positions itself as a trusted advisor dedicated to integrity and personalized service, aiming to align financial planning with clients’ ongoing needs over time.