FBR Wealth Advisors

10/16/2026

When was the last time you reviewed the beneficiaries on your financial accounts?

Marriage, divorce, births, deaths, and other life changes can make old designations outdated.

It’s a small detail that deserves periodic attention.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/14/2026

Some financial decisions happen because we planned for them.

Others happen because life changed.

Divorce, loss, retirement, career changes, and other transitions can reshape your financial priorities. Having someone help you understand your options can make the path forward feel clearer.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/13/2026

10/12/2026

Have your financial accounts become scattered over the years?

Old retirement plans. IRAs. Brokerage accounts. Savings.

Organizing your accounts can make it easier to see your complete financial picture and understand how everything works together.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/10/2026

The final quarter of the year is here.

Before holiday schedules take over, take a moment to revisit the goals you set at the beginning of the year and determine what still deserves your attention.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/09/2026

Your financial life is about much more than your investment portfolio.

Using FP Alpha, we can take a deeper look at areas such as tax planning, retirement, insurance, estate planning, and other financial considerations.

It’s another way FBR Wealth Advisors uses technology to help provide more comprehensive financial planning.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/07/2026

Your workplace retirement account may represent a significant part of your retirement savings.

Using Pontera, FBR Wealth Advisors can help monitor and manage eligible employer-sponsored retirement accounts alongside other investments, helping create a more coordinated financial strategy.

Your 401(k), 403(b), 457, or TSP doesn’t necessarily have to be viewed separately from the rest of your financial picture.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/06/2026

October is a great time to start thinking about year-end financial planning.

There’s still time to review your goals, retirement contributions, investments, and other financial priorities before the calendar turns.

A little preparation now can make year-end feel much less rushed.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth

10/02/2026

If it's been a while since you've reviewed your financial strategy, fall is a great time to reconnect. A conversation today may help provide clarity for tomorrow.

Schedule your consultation here https://calendly.com/brigitte-romanelli-fbrwealth