FMB Wealth Management is a Westlake Village-based exclusive wealth management firm that specializes in building financial structures to support the lives and needs of their clients. With a mission to take the worry out of wealth, FMB Wealth Management collaborates with their clients to identify and reflect what is most important to them, emphasizing wealth protection and helping clients navigate adverse events. Their team of experts caters to various types of clients, including business owners, professional athletes, tech executives, high asset divorces, multi-generational wealth, and philanthropists.
Founded in 1987 by Tom and Debbie Fields, FMB Wealth Management started as Fields Financial Associates, Inc., focusing on advising small business owners on benefit programs and personal financial planning. Over the years, the firm expanded its team and refined its wealth management services, leading to its rebranding as FMB Wealth Management in 2008. With a client-centric approach and a commitment to providing comprehensive financial solutions, FMB Wealth Management has become a trusted name in the industry.
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