Wealth PartnersFGF Partners
Awards and Industry Recognition




Forbes
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

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now