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FD Wealth was founded in 2021 to further Jennifer and Jorge’s mission for personalized financial solutions that actually make sense.

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8000 Northwest 7th Street, Suite 203, Miami, FL 33126
786-388-0070
info@fdwealth.net

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Financial Planning
Wealth Management
Retirement Planning
Employer Retirement Plans
Estate Planning
Life Insurance

Terms of Use and Important Information

Form CRS

The information presented is for general informational purposes only and is not intended to constitute investment advice or research, or a solicitation in any state or jurisdiction where such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such state or jurisdiction or which would subject FD Wealth, its employees, officers, or agents to any registration requirements in such state or jurisdiction. Although the information presented is based on sources believed to be reliable, we do not warrant its accuracy, or completeness. Our views and opinions are subject to change at any time with no obligation on our part to provide updates. Any references to the attributes or qualities of FD Wealth should not be construed to be unique to our firm. The information presented does not purport to contain all the relevant information that investors may wish to consider in making investment decisions and is not intended to be a substitute for exercising independent judgment. We recommend that investors independently evaluate the appropriateness of a particular investment or strategy. Investment results will fluctuate and may be highly volatile, particularly over the short term. All investments carry risk of loss. Investment results will fluctuate and may be highly volatile, particularly over the short term. Past performance is not indicative of future results. Although they may be used to help manage risk and enhance returns, diversification and asset allocation do not guarantee a profit or protect against loss. For additional information, please refer to FD Wealth’s Form CRS (Client Relationship Summary) and Form ADV Part 2A Brochure which are filed with the SEC and are available by contacting us at operations@fdwealth.net, or on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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