FIT WEALTH | FINANCIAL PLANNING & WEALTH MANAGEMENT
Your wealth deserves a coordinated strategy.
You've worked hard to build what you have. We bring your investments, tax strategy, retirement planning and long-term goals together to help you make informed decisions about your wealth.
Financial strategies built around you.
No two financial journeys look exactly alike. Whether you're building wealth, preparing for retirement or navigating your next chapter, we provide personalized financial guidance designed around your goals.
Women & Wealth
Whether you've built a successful career, grown a business, or spent years accumulating wealth, your financial decisions deserve a strategy built around you.
We help women take an intentional approach to investing, tax planning, retirement, and managing their wealth so they can make informed decisions about their financial future.
Explore Women & WealthBusiness Owners
You've worked hard to build a successful business. Now it's time to make sure your business and personal financial strategies are working together.
We help business owners navigate decisions around cash flow, tax strategy, investments, and long-term wealth planning, creating a coordinated approach that supports both their business and personal goals.
Retirement Planning
Retirement brings a new set of financial decisions.
From determining when you can retire to managing investment risk, creating retirement income, and navigating taxes, we help you develop a comprehensive strategy designed to support the lifestyle you've worked to create and the years ahead.
More than investment management.
Your financial life is made up of interconnected decisions. How you invest affects your taxes. How you manage cash flow affects your retirement. And the decisions you make today can shape the opportunities available to you tomorrow.
We take a comprehensive approach to financial planning, bringing the important pieces of your financial life together.
Investment Management Built Around You
Your portfolio should reflect more than a risk score. We build and manage personalized investment strategies aligned with your financial goals, tax considerations, time horizon, and overall financial picture.
As your life and financial needs evolve, your investment strategy should evolve with them.
Turn Your Income Into Long-Term Wealth
Building wealth is about more than how much you earn. It's about making intentional decisions with the resources you have. We help you identify opportunities to save, invest, and manage your cash flow while coordinating those decisions with your tax strategy, retirement goals, and overall financial plan.
Advice That Sees the Whole Picture
Your financial decisions are interconnected. From investments and taxes to retirement and estate planning, each decision can affect your overall financial strategy.
As fiduciary advisors, we take a comprehensive approach, coordinating with your CPA, attorney, and other professionals to help ensure every piece of your financial life works together toward your long-term goals.
More Wealth. More Decisions.
As your wealth grows, so does the complexity of managing it. What once felt straightforward can quickly become a series of interconnected financial decisions:
- How much to save, invest, or keep in cash.
- Which investment accounts and strategies make sense.
- How to manage taxes more efficiently.
- When and how to prepare for retirement.
- Which financial opportunities are worth pursuing.
- How today's decisions affect your long-term goals
At a certain point, more accounts, more professionals, and more options aren't necessarily the answer.
You need a coordinated financial strategy that evolves with your wealth and the life you're building.
The Fit Wealth Wheel of Wealth
One strategy. Every part of your financial life working together.
Your investments, taxes, retirement, and long-term goals are all interconnected. Your financial plan should reflect that.
The Wheel of Wealth is our comprehensive planning framework, designed to bring every aspect of your financial life together into one coordinated strategy that evolves with you as your wealth, goals, and circumstances change.
Sound Like the Kind of Support You Need?
Introduce yourself and see if we're a good fit
Schedule a ConversationWomen & Wealth
You've worked hard to get where you are, and you want to be intentional about what comes next.
You're ready for a financial advisor who understands your goals, helps you navigate important financial decisions, and brings your investments, taxes, and long-term plans together into a strategy built around you.
Learn MoreSuccessful & Growing Business Owners
You've worked hard to build a successful business. Now it's time to make sure your business success and personal wealth work together.
You're ready for a financial advisor who understands entrepreneurship and can help you navigate investments, tax strategies, and increasingly complex financial decisions with a coordinated plan that evolves alongside your business and long-term goals.
Learn MorePreparing for & Living in Retirement
You've worked hard to build your wealth. Now it's time to make sure it supports the retirement you've envisioned.
You're ready for a financial advisor who can help you navigate retirement income, investment decisions, and tax strategies with a coordinated plan designed to support your lifestyle and evolve with your needs.
The Fit Wealth Show
Welcome to The Fit Wealth Show, hosted by Amanda Hanquist and Shawn Hanquist, CFP®.
Real conversations about investing, wealth management, tax strategy, retirement, and making informed financial decisions.
Whether you're building wealth, growing a business, or preparing for retirement, we break down complex financial topics into practical insights to help you make more intentional decisions with your money.
Because building wealth is only part of the equation. What you do with it matters.
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Fit Wealth Advisors, LLC. d/b/a Fit Wealth is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.