Our Mission

At Fillette & Schain Wealth Management, Inc., we strive to simplify the complexities of your financial life so you can focus on the things you value most. We make it our mission to bring clarity and transparency to your current financial situation, the goals you hope to achieve, and the knowledge and guidance needed to help make them a reality.

As a relationship-driven firm, we believe that sound partnerships start with independence, trust, and transparency. By working as a team and drawing on our network of professionals, we dedicate ourselves to the pursuit of your financial goals and enhancing your financial freedom. We are inspired by your values, motivated by your ambitions, and driven to provide lasting solutions.

Our Commitment

As your financial advisors, we endeavor to grow and manage your wealth by building strategies that take everything into consideration. Our solutions are designed to exceed expectation and incorporate custom tax strategies to help secure what you’ve worked so hard to achieve. Through harnessing tailored strategies, we will guide you and your family during times of uncertainty.

While our plans are always tailored with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary, we are dedicated to serving you and your family’s best interests in every way. We strive to grow and manage your wealth so you can focus on what matters most.