Fredericks Wealth Management, LLC

Fredericks Wealth Management, LLC At Fredericks & Associates, our focus is YOU. We offer personalized financial strategies and objective guidance tailored to your unique needs.

Since 1971, Fredericks & Associates has worked diligently to provide personal service, experienced judgment, and common sense advice to assist you with your retirement plans. We network with a variety of well-established and independent professionals in order to provide you, the customer, with the greatest financial benefit. Today’s financial environment demands an approach that incorporates the e

xpertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations. At Fredericks & Associates, we utilize a step-by-step process to help educate and prepare you both for your future and the future of your loved ones. This process includes:
• Identifying your goals
• Designing a strategy specific to your unique needs
• Assisting you in the implementation of your strategy
• Monitoring and adjusting your strategy over time as needs change

At Fredericks & Associates, we view it as our responsibility to understand your long-term goals so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination. We are committed to remaining by your side in achieving the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, or death of a family member) by helping maximize opportunities and minimize the impact to your financial well-being. We also work with our clients to aid in accomplishing goals such as funding educational expenses, potentially reducing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years. A sound financial future does not happen by accident. It takes preparation & strategy to preserve and enjoy what you have spent a lifetime building.

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting futur...
06/07/2026

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting future income needs.

Standard deductions are adjusted for inflation each year, and reviewing your estimated amount midyear may help inform pl...
06/06/2026

Standard deductions are adjusted for inflation each year, and reviewing your estimated amount midyear may help inform planning decisions before year-end. Taking time now to evaluate whether itemizing may offer more potential benefit than the standard deduction could be worth discussing with your advisor.

📥 Download our guide to learn more. https://lp.frederickswealthmanagement.com/midyear-tax-planning/?UTM=social

06/05/2026

List your assets and liabilities annually to track financial progress and spot trends.

Looking for timely updates on retirement strategies and policy changes? Subscribe at https://monkeylink.co/e9e5d8 for cu...
06/01/2026

Looking for timely updates on retirement strategies and policy changes? Subscribe at https://monkeylink.co/e9e5d8 for curated financial insights and practical planning tips.

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05/29/2026

Planning for college expenses? Look into financial aid, scholarships, and grants that fit your needs.

Address

177 Kernstown Commons Boulevard
Winchester, VA
22602

Telephone

+18002554204

Website

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