FP Wealth Management

Website

FP Wealth Management FP Wealth is an independent wealth management firm focusing in financial planning and investments for individuals, families, and businesses. Today. Tomorrow.

Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times. At FP Wealth Management, Inc., we believe in offering our clients a full-client service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with uncompromising integrity and dedication to customer service. Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 600 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families. Our wealth management services starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities. Forever. FP Wealth Management, Inc. Find out more about our team, our client-first philosophy, and our range of financial services at http://www.FP-Wealth.com/! Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC, and a registered investment advisor. Insurance offered through FP Wealth Management Inc., which is not affiliated with SagePoint Financial. SagePoint Financial Services:
http://sagepointfinancial.com/disclosures/socialmedia

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
10/16/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
10/14/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/09/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
10/07/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Learn the ins and outs of 529 plans before you or your student heads to college.
10/05/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/02/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

Address

Lincoln, NE

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Website

, ,

Alerts

Be the first to know and let us send you an email when FP Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category