Financial Planning
Freedom Wealth Management is an education-focused financial planning firm committed to turning clients’ dreams into reality. Our goal is to simplify the financial planning process and provide a clear map to help guide you toward your goals. We employ an independent, proprietary process to help us understand your specific financial situation and vision for the future. Using this map, we implement a wide range of financial solutions to keep your financial life on track.
Our firm was founded by Pete Blackwell to provide custom, holistic wealth planning with professionalism and integrity. Since its inception in 2017, the firm has strived to build a solid reputation for delivering valued qualified professional collaborative advice, financial education, and custom service to a wide range of clients.
Fiduciary Guidance Driven by Client Needs
At Freedom Wealth Management, Pete serves as a financial fiduciary to clients. Why is this important? Because it means that Pete is legally obligated to put your best interests first at all times and in all situations. As a fiduciary, Pete provides independent advice to pursue your needs and pursue your goals.
Rather than offering one-off services, we take a holistic approach to helping you build and maintain wealth. We consider your entire financial situation and goals as we create a custom financial plan to pursue your needs.
Because we operate independently of any investment manager, insurance company, or bank, we are free from product influencers and proprietary asset minimums. This allows Pete to recommend products and strategies that are in your best interests and personalized of interest.
Pete’s goal as your fiduciary financial advisor is to provide trustworthy, transparent, and personalized independent advice that spans your entire financial life and helps you pursue your version of financial success.
