At FSA Wealth Partners, we believe that true wisdom comes from years of navigating the uncertainties of financial life.
With over four decades of experience, we’ve witnessed the highs and lows of various economic landscapes, helping countless individuals, families, and business owners weather the storms and bask in the sunshine of a bright financial future.
Through the years, we’ve learned that every financial journey is unique, filled with hopes, dreams, and the occasional unexpected twist.
Our mission is to listen to your story and understand what you cherish most. We want to create a personalized plan that not only protects the fruits of your labor but also aligns with your aspirations for the future.
Our top priority is safeguarding your wealth while providing you with the tools to manage uncertainty. We know that the path to financial success can be fraught with challenges, which is why we guide you through thoughtful discussions about your goals and empower you to make informed decisions.
Together, we’ll navigate the complexities of your financial landscape, helping you avoid costly mistakes so you feel confident every step of the way. Your journey is our journey, and we’re here to support you as you build the life you’ve always envisioned.
As a fiduciary, we put our clients’ interests before our own.
We don’t charge commissions, and we have a transparent fee structure.
Our approach includes the FSA Safety Net®, an exit strategy designed to help protect your assets during falling markets.
We’re not some investment management monolith. You get dedicated personal service.
FSA is a nationally registered investment management firm with the Securities and Exchange Commission.
1st Year: FSA co-founded with Dave Petersen during bear market.
FSA learned from bear market.
Created the FSA Safety Net® to protect clients’ investments.
October 19th, Black Monday.
Stock markets plummet worldwide. FSA Safety Net® first tested.
FSA grows, building relationships coast to coast.
“Follow The Money” strategy takes advantage of markets poised to grow.
Bull market won’t end.
No need for a Plan B, right?
Tech bubble bursts.
Plan B = FSA Safety Net®.
Housing bubble bursts. Unemployment spikes.
FSA Safety Net® goes to work.
Applegate Investment Management is merged into FSA.
Jim Joseph and Ron Rough purchase FSA and acquire Dolan Financial, another wealth management firm.
Kim Basenback joins as a partner.
Wondering if FSA might be the right fit as your financial advisor? Schedule a no-obligation meeting to learn more about us and decide if you want to work together.
FSA Wealth Partners Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where FSA Wealth Partners Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by FSA Wealth Partners Inc unless a client service agreement is in place. More information regarding FSA Wealth Partners Inc and its Investment Adviser Representatives can be found at the Securities and Exchange Commission website www.adviserinfo.sec.gov.
Copyright © 2025 FSA Wealth Partners. Website Designed by Indigo Marketing Agency.