Our Services | Fireweed Capital

How Fireweed Can Help You

You work hard for your money. You deserve a financial plan - and financial guide - that works just as hard for you.

At Fireweed Capital, we take the time to understand your whole financial life—your goals, values, and passions. Using this, we create a custom plan that helps you enjoy your money today and be ready for the future. Then we get to work, tweaking your investments every day to achieve your goals.

Personalized Wealth Roadmap

As your financial guide, we understand that all your financial goals are connected. Every choice you make affects your ability to reach those goals.

That’s why we create a complete, personalized wealth roadmap for you. This includes your income, expenses, savings, investments, insurance, taxes, and estate planning. All of this is put into a one-page plan that shows you if you’re on track to use your wealth to live the awesome life you imagine.

Grow Your Wealth Your Way

At Fireweed Capital, we do more than just manage your assets—we grow your wealth your way. This means adjusting your portfolio to match the amount of risk you’re comfortable with.

We use both in-house and outside investment managers to build a portfolio that grows your wealth safely. Unlike other advisors, we make more specialized investments, including active management. We strive protect you from market ups and downs, not just invest in the broad market passively.

Custom Financial Guidance
for High-Income Professionals

As a high-income professional, you face more than just a higher tax bracket—you’re also dealing with the complexities of stock options, deferred compensation, and other intricate financial matters. We know because we've done it ourself - RSUs, ISOs, NQSOs and more.

Our goal is to make this process easier for you. We’ll work closely with you to understand your long-term goals and create a strategic plan that aligns with them. Our team is here to help you maximize your wealth, reduce tax liabilities, and secure your financial future.

We handle the complexities of your finances, so you can focus on your profession, confident that your financial health is in good hands.

Stress About Money Less

Talking about money can be even harder than talking about your health. At Fireweed Capital, we believe you should stress less about your finances and enjoy your life more. When you partner with us, you delegate your wealth management to our team. As your guide, we take on the worry about the markets, your goals, and the best way to reach them. Let us handle the financial stress for you.

We believe in planning for any scenario. For some, this means adding insurance to ensure they reach their financial goals. For others, their wealth and investments offer the protection needed to weather tough times. We have a range of strategies to help you feel more certain and secure, no matter what life throws your way.

Take the first step to financial freedom.

CONTACT FIREWEED CAPITAL