Wealth Partners
FGF Partners

"We help clients navigate important transitions in their lives, providing them with planning, investment management, wealth strategy and service to smooth a pathway to their priorities and ambitions."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022
Top Women Wealth Advisors Best-In-State
2025 • 2024 • 2023
Top 100 Women Wealth Advisors
2022 • 2020 • 2019
About FGF Partners

Welcome

At FGF Partners, we are a highly experienced team dedicated to providing an exceptional level of care to the clients we advise. Our three principals—Jim Fletcher, Vito Gioiello and Maureen Flanagan—are all fiduciaries who hold the Chartered Financial Analyst®designation awarded through the CFA®Institute. As fiduciaries, we are obligated to pursue a client's best interests—a high standard that is the foundation of our work.
We have purposefully built our team to provide clients with continuity and stability in the years ahead. The leaders of our team draw on decades of practical experience guiding a high-achieving clientele. Our team is comprised of Advisors and Associates from varied life stages and perspectives, allowing us to connect well with multiple generations of client families.
Deeply attuned to each client's situation
When clients engage our advice, we take the time to develop an intimate understanding of each person's needs and interests. These conversations are wide ranging, including assets and liabilities, as well as risk tolerance, tax situation, family dynamics, financial concerns, and long-term aspirations. Our work is highly customized, reflecting our intention to fine-tune our approach to the distinctive circumstances of each relationship.
We are firm proponents of financial and estate planning and begin each relationship with fact-gathering to discern if clients are on a path to pursue their goals. We establish clear objectives and formalize these within a client's financial plan. These plans allow us to pinpoint the capabilities that clients require, drawing on the resources of our team and associated specialists to identify possible efficiencies and capitalize on timesensitive opportunities.
A single source for cohesive wealth management
The clients who seek our advice often have complex finances that require sustained attention. We work well with their intermediaries, including their tax and legal advisors, advancing steady progress grounded in clear communication and coordination.
We are adept in the disciplines that substantial wealth can require:

  • Portfolio design
  • Alternative investments
  • Trust and estate planning services
  • Business sale and succession planning
  • Concentrated and restricted stock strategies
  • Retirement planning and cashflow
  • Family wealth dynamics and stewardship
  • Banking and lending
  • Charitable giving and philanthropic planning

We welcome the chance to speak with you about your wealth management needs.

Meet Our Team

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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