FPL Capital Management https://www.fplcapital.com/

WEALTH MANAGEMENT

Sophisticated Strategies. Exclusive Access.

SPEAK TO THE FOUNDER

Goals-Based Financial Planning

Tax-Efficient Portfolios Designed For You.

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  • Lifetime Capital Needs: Seeks to ensure financial independence. Consistent, reliable cash flow & income to support your lifestyle.
  • Wealth Surplus: Designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs.
  • Your Next Venture: Focused on wealth creation, exponential and disruptive technologies, and unique investments.

Flat Fee, Fee-Only Advisor

The Flat Fee Approach

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Your Interests Come First

CEFEX-Certified Firm. Transparency for Your Protection.

  • Embrace the legal fiduciary obligation to place clients’ interests first
  • Deliver comprehensive financial planning
  • Provide fee-only advice for a flat fee
  • Do not accept commissions
  • Provide complete transparency on investments and client costs
  • Remain independent from any bank, broker dealer, insurance company, or custodian
  • Measure client performance returns using independent third parties

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Customized Investment Portfolios

Curated Asset Mix and Structuring.

Public Markets

  • Tax-efficient strategies
  • Factor focused investment solutions
  • Low cost
  • Tactical modeling
  • Hedged overlay strategies
  • Individual stock portfolios

Private Markets

  • Institutional-quality opportunities
  • Private Real Estate, Private Credit and Private Equity investment solutions
  • Enhanced Returns
  • Attractive yield opportunities
  • Risk mitigators

Put Your Goals at the Center of the Planning Process

We embrace our mission to guide your way in defining, quantifying, and prioritizing your goals, near and far.