Firm

At Fitzgerald Wealth Management, LLC our mission is to assist you in fulfilling your financial goals and needs. Our purpose is to understand your objectives, current financial state, and future retirement goals.  Through financial planning and offering sound advice regarding the appropriate use of financial services and products through a process grounded in individualized protection and risk management, we are here to assist you in achieving your goals. We are committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of today’s marketplace. We offer investment, insurance, and financial planning services and advice.

Who is John D. Fitzgerald, ChFC®?

Principal John Fitzgerald is a registered investment advisor and chartered financial consultant (ChFC®). A ChFC is the most advanced financial planning designation obtainable.John is registered in 16 states and holds the Series 66, 65, 63,7, and 6 with 24+ years’ experience in the financial industry. Additionally, he is licensed in health, life, and disability insurance, and long-term care insurance.With his straight-forward approach, John has assisted hundreds of individuals and families with their financial needs, planning, and retirement goals. His firm is committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of this marketplace.

PRESS RELEASE: Cambridge Signature Club Recognition

About Cambridge?

Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country.

Fitzgerald Wealth Management is not affiliated with Cambridge Investment Research, Inc. although associates or employees of Fitzgerald Wealth Management may be registered representatives. Fitzgerald Wealth Management is backed by the resources of Cambridge Investment Research, a registered broker/dealer.