FIAT WEALTH MANAGEMENT
We are the architects of your financial plan. Fiat Wealth Management defines the investment philosophy and overall strategy tailored to your goals, risk tolerance, and income needs. We focus on planning first — using investments as a tool, not the centerpiece.
You’re at a point in life where complexity should be decreasing — not increasing. That’s why every part of your financial life is coordinated and simplified through Fiat.
Our planning approach includes:
Your plan starts here - with us - and everything flow from that foundation.
3 Layered Approach: Fiat Wealth Management | TownSquare Capital | Individual Fund Managers
Fiat Wealth Management – Your Financial Architect
We are the architects of your financial plan. Fiat Wealth Management defines the investment philosophy and overall strategy tailored to your goals, risk tolerance, and income needs.
TownSquare Capital – CIO, Portfolio Designer & Oversight Partner
TownSquare Capital serves as our Chief Investment Officer—designing institutionally-backed portfolios, selecting and monitoring fund managers, and providing ongoing oversight and customization to keep your investments efficient, aligned, and optimized.
Individual Investment Managers – Securities Selection Specialists
Individual Investment Managers, carefully selected by TownSquare—specialize in security selection, managing focused portfolios with high conviction, minimal overlap, and active oversight across equities, fixed income, and ETFs.
At Fiat Wealth Management, taxes are not an afterthought — they’re part of the foundation of how we plan. Every financial decision has a tax implication, which is why tax efficiency is embedded in our philosophy from day one. We believe in paying what you owe — not a dollar more. In other words, we don’t believe in tipping the IRS.
By integrating tax planning with investment design, we help you keep more of what you earn — and make smarter decisions across your entire financial life.
At Fiat Wealth Management, cash-flow is the engine that powers your retirement. It’s not just about how much you have — it’s about how you use it. That’s why cash-flow planning is a cornerstone of our philosophy, driving nearly every financial decision we help you make.We believe in creating sustainable, flexible income streams that support your lifestyle without sacrificing your long-term goals
Retirement should feel stable — not stressful. We help you understand exactly where your income is coming from, how long it will last, and how to adjust as life unfolds.
For investment, tax, or planning questions you can email your advisor.
For transfers, logins, distributions, and other service requests you can email - clientservice@fiatwm.com
At Fiat Wealth Management, we believe estate planning starts today — not someday. It’s about making intentional decisions now that echo long after you're gone. Estate planning isn't just about documents — it’s about positioning your assets to move efficiently, privately, and tax-smart to the next generation.Because when life ends, your plan shouldn’t.
That Means:
You’ve worked a lifetime to build what you have — now it’s about protecting it. Estate planning ensures that when your life ends, your impact doesn’t.
.png){kind=logo}
Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.