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Our Values

Integrity empowers us to provide truly objective advice and build solutions optimized for your success. As a fully independent company, we are free from the pressures of selling proprietary products. We are driven by relationships, not transactions, and our independence affirms our ability to focus exclusively on achieving your most cherished goals. Together, our CFP® and CPA partnership provide unrivaled perspective as we align your values with optimized financial strategies.

At Fillette & Schain Wealth Management, you’re part of the family. While financial products come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that help meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.