Fitzwilliams Financial

Fitzwilliams Financial SEC Registered Investment Adviser. FWM and Fitzwilliams Financial are affiliated companies. Info only. No tax/legal advice. Investing involves risk.

What should retirement actually look like in 2026?For many families, the answer might be more flexible and more complex ...
05/29/2026

What should retirement actually look like in 2026?

For many families, the answer might be more flexible and more complex than they expected.

Social Security headlines can create fear. Market swings might tempt you to react. But the families who retire most confidently are usually the ones who focus on what they can control.

Read the full article here 👇

https://fitzwilliamsfinancial.com/what-retirement-really-looks-like-in-2026-income-social-security-and-the-new-rules-of-planning/

Fitzwilliams Wealth Management, Inc. is an SEC registered investment advisor. FWM and Fitzwilliams Financial are affiliated companies. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Media appearances are for informational purposes only and do not constitute an endorsement. Investing involves risk.

05/28/2026

Are the fees you pay a financial advisor justified by the value they provide? 📈

In a recent Financial Forecast segment, Tim Fitzwilliams breaks down why net value is the true measure of an advisory relationship. He explains how taking a more tactical approach, such as weekly portfolio rebalancing and utilizing a Chartered Financial Analyst (CFA), may help optimize your strategy. An advisor should always be able to clearly explain the ongoing value they bring to the table.

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

05/28/2026

With ongoing geopolitical events and inflation still impacting daily costs, many of us are wondering how to best protect our finances. Trying to time the market might sound appealing, but it could disrupt your long-term strategy. Instead, focusing on what you can control (like ensuring you have a 6-month emergency fund and a clear plan to tackle high-interest debt) can be incredibly empowering. We recently discussed why adjusting your tax withholdings could put your money to work for you sooner. Check out our latest Financial Forecast segment for more insights on how you might optimize your financial foundation! 📺👇

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

05/26/2026

Have you noticed the shift at the gas pump and the grocery store? ⛽️🛒

On this week's Financial Forecast on ABC13 NewsNow, Tim Fitzwilliams breaks down the recent 3.8% inflation report and explains how global events, specifically the Iran conflict, could be driving these costs. While increased global oil production might bring relief eventually, a prolonged conflict could push us toward an "energy cliff."

Because these are supply-side issues, you may want to keep a close eye on your personal budget and perhaps consider a "staycation" this summer to help navigate these shifting costs.

Catch the segment every Tuesday at 4 PM! 📺

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

At Fitzwilliams Financial, we spend our days helping families build and protect their legacies. Today, we pause to honor...
05/25/2026

At Fitzwilliams Financial, we spend our days helping families build and protect their legacies. Today, we pause to honor the greatest legacy of all: the brave men and women who made the ultimate sacrifice to protect our nation and our freedoms. We remember them with profound gratitude today and always. Wishing our community a peaceful Memorial Day.

Are you making one of the biggest financial mistakes of 2026?It could be something you haven't even considered yet.In ou...
05/20/2026

Are you making one of the biggest financial mistakes of 2026?

It could be something you haven't even considered yet.

In our latest article, we share the financial patterns that families should be aware of right now. From emotional decision-making to the hidden effects of lifestyle inflation.

Read the full article here 👇

🔗 https://fitzwilliamsfinancial.com/the-biggest-financial-mistakes-were-seeing-in-2026/

Fitzwilliams Wealth Management, Inc. is an SEC registered investment advisor. FWM and Fitzwilliams Financial are affiliated companies. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Media appearances are for informational purposes only and do not constitute an endorsement. Investing involves risk

05/15/2026

What could be the biggest financial mistake families are making right now?
Our Founder, Tim Fitzwilliams, joined ABC13 NewsNow last week to discuss what families may want to reconsider about how they're managing their money in 2026.
One key takeaway: Losing less may actually mean making more and understanding that principle could be a game-changer for your financial future.

Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk. Media appearances are for informational purposes only and do not constitute an endorsement.

05/11/2026

Have you ever been told to use life insurance as a retirement strategy?

It happens more often than you might think and it's worth understanding how that conversation should go.

Life insurance could serve a role in a financial plan. But so could annuities, bonds, or market-based strategies. If you're approaching retirement with a strong savings base and need income security, there may be several paths worth exploring.

What should any good financial conversation include? Clearly explain every available option so you can decide what fits your life and your goals.



Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk.

05/09/2026

Choosing a financial professional should be viewed as a long-term partnership. Unlike a transactional purchase, your life insurance or annuity strategy might require ongoing attention over several decades.

Because these contracts could last a lifetime, you may want to prioritize the experience and stability of the team behind them. You must feel confident that your "mechanics" have the training to maintain your vehicle for the long haul.



Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk.

05/08/2026

The Return of the "Jobless Recovery"? We might be witnessing a classic economic phenomenon. Historically, productivity enhancements could lead to a rise in the stock market even if employment numbers remain suppressed.

Here is what we may observe in the current cycle:
- Productivity: AI might allow for "more with less," potentially boosting corporate profitability.
- Inflation: Increased efficiency could help keep a lid on rising prices.
- Labor: We may see a disconnect where the market climbs while the job recovery lags behind.
This isn't necessarily new. The economy has navigated similar episodes over the past few decades. How might these shifts define the next era of growth? 🏛️📊



Fitzwilliams Wealth Management, Inc. is an SEC registered investment adviser. FWM and Fitzwilliams Financial are affiliated companies. Advisory services are offered only in states where properly registered or exempt. This content is for informational purposes only and should not be construed as personalized investment advice. We do not provide tax or legal advice. Investing involves risk.

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860 Greenbrier Cir, Ste 101
Chesapeake, VA
23320

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