"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."
The Fiek Group
The Fiek Group
"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About The Fiek Group
Welcome
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Technology founders, entrepreneurs, and executives have busy lives and ambitious goals. My team and I help them regain time and enact a more purposeful approach to their wealth.
With more than 30 years of experience, we offer a perspective that has been refined over numerous market cycles, allowing us to help wealth creators capitalize on the opportunities—and sidestep the potential pitfalls—that substantial wealth can pose. Clients come to see us as trusted resources who offer a perceptive understanding of their lives—personally and professionally.
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The difference we offer
Our client relationships are close-knit and long lasting. Clients look to us to orchestrate multiple facets of their wealth, including investments, planning, trust and estate services, banking and lending, and charitable giving.
Our approach is distinguished by:
- Advising a limited number of clients, ensuring personalized attention, customization, and responsiveness.
- We collaborate effectively with clients' tax and legal intermediaries for clear communication on time-sensitive initiatives.
- We derive genuine joy from helping people live more satisfying and rewarding financial lives.
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Our investment approachㅤ
We delve into each client's circumstances, designing bespoke portfolios reflecting their unique goals, timeframes, risk tolerance, and tax situation.
We look to treat clients with the same level of diligence and care with which we manage our own financial affairs:
Our fee-sensitive perspective is grounded in careful stewardship of client assets.
Meet Our Team
Insights
Wealth Planning
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
Outlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Markets
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Outlook
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Wealth Planning
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Markets
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Retirement
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Wealth Planning
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Investing
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowWealth Planning
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowOutlook
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowOutlook
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowMarkets
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowRetirement
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWealth Planning
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowInvesting
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.