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Welcome to Fenwick Investments

Fenwick provides access to a full range of investment, banking and risk management services to individuals and families, business owners, foundations and other financial guardians.

We customize solutions, investment portfolios and liability management for each client based on their individual needs. Our clients benefit by having access to local, regional and national resources. We are fiduciaries to our clients and bound by a fiduciary responsibility to our clients. Our mission is to provide solutions that will best serve their financial goals.

We offer a wide range of services including: Asset management, Retirement planning, Multigenerational wealth planning, Philanthropic planning, Investment solutions for corporate executives, Planning for selling a business, Single stock and stock options planning, Pension solutions, and Foundations and endowments.

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