At Fitzgerald Wealth Management our mission is to assist individuals and families in fulfilling their financial needs, goals, and dreams. Our sole purpose is to understand a client’s financial objectives through realistic planning, and offer sound advice regarding the appropriate use of financial services and products to help achieve their goals. Our firm is committed to implementing your financial plan through a process grounded in individualized protection and risk management. We offer investment, insurance, and financial planning services.
Who is Cambridge?
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. Established in 1981, Cambridge has over 2,500 professional advisors nationally managing over $60 billion in client assets. Thousands of affluent individuals, businesses, and non-profits have entrusted Cambridge with their assets.
Cambridge’s business is different than some of the financial firms that have recently faced difficulties. Unlike other firms, Cambridge does not engage in proprietary trading or investment banking. This helps to avoid potential conflicts of interest and allows Cambridge to fully align its interests with that of our clients.
Principal John Fitzgerald is very involved with the community. He has been coaching Pop Warner football as well as Little League baseball for over 10 years. In 1994, he began a charity golf tournament for the Children’s Cancer Center through his former organization, the Acacia group. After 6 successful years, John and other sponsors reached out to others in the community to embrace the event in partnership with the Phoenix Children’s Hospital and created the cornerstone of what is now one of the best charity golf tournaments in Arizona.
In that first year, over $100,000 was raised for Phoenix Children’s. The running net to the charity is over $2.3 million dollars. Read more about the tournament by clicking on the following link.
FINANCIAL TOOLSDesigned to help you estimate answers to common financial questions.
Savings Accumulation- Estimate the future value of your current savings.
Loan Calculators- This calculator is designed to help you clarify the cost of various loans
Cost of Retirement- Use this calculator to estimate how much income and savings you may need in retirement.
NEWSDesigned to provide helpful information on a wide variety of financial topics.
Keep up to date with thoughts from our firm and across the investment world by reading views we find compelling on topics such as:
Global Investment Markets
Tactical vs. Strategic Investing