Independent. Innovative. Trusted since 2006. We empower leaders and families with tailored financial clarity.
Discover how FSW aligns elite financial vision with precision consulting.
Refine internal processes and improve performance across every department.
Craft forward-thinking plans that drive sustainable business and financial outcomes.
Maximize wealth potential through tailored, data-driven financial strategies.
To be the most trusted partner in preserving and growing generational wealth through precision, insight, and care.
FSW Investment Group delivers bespoke financial strategies tailored to high-net-worth individuals and business visionaries.
To empower our clients through independent, strategic wealth management—driven by innovation, integrity, and long-term results.
A proven legacy of independent financial leadership.
Ultra-wealth clients served with precision and care.
Client satisfaction built on trust and tailored strategy.
Assets managed with discipline and innovation.
Get to know the visionary leaders behind FSW Investment Group—dedicated to delivering excellence in every strategy we design.
Managing Director, Chief Technology Officer John leads FSW’s digital transformation strategy, focusing on client experience, data analytics, and operational efficiency. With prior executive roles at Janus Henderson, Markit Group, and III Associates, he brings over two decades of financial and tech leadership to the team.
Strategic Partner, Director of Investment Strategy A seasoned investment strategist with 20+ years of experience, Robert has served at Morgan Stanley and JPMorgan Chase. At FSW, he oversees portfolio research, asset allocation, and macroeconomic analysis with CFA, CAIA, FRM, and quantitative credentials.
Senior Investment Manager Scott has a rich background in wealth advisory at Merrill Lynch and Biltmore Capital. He specializes in asset allocation, investment manager selection, and long-term client vision planning, holding a CFA® designation and deep client experience expertise.
Executive Managing Director, Wealth Advisor Jessica is known for delivering creative, tax-sensitive wealth strategies for ultra-high-net-worth individuals. A former corporate litigator, she leverages her legal expertise to manage risk and build sophisticated portfolios with precision.
Investment Sales Associate With experience from KKR and Guggenheim Partners, Aisling plays a key role in daily operations and client relations. She holds Series 6, 63, 65 licenses and is FPQP certified. She brings energy and structure to FSW’s sales and client interface.
Director of Client Services Miriam leads FSW’s communication, marketing, and growth initiatives. Previously CEO of the Chicago Creative Center and Chief of Staff at Uptake, she enhances client engagement while expanding the firm’s philanthropic and civic impact.
Proudly independent since 2006, we deliver tailored wealth strategies for visionary leaders.
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