An interconnected world requires a
customized approach to wealth

Our Philosophy

At FCE Group, our mission is to help bring order and predictability to an important part of your life. For over thirty years, we’ve shown that with careful and informed financial planning, consistent service of the highest quality, and a commitment to the principles of objectivity and integrity — we provide financial peace of mind. Our philosophy is centered in the belief that clients come first.

Although certain core beliefs and guiding principles will always underlie our wealth management and planning recommendations, we believe that a conservative, analytical approach will lower your risk of loss.

We understand that before you choose us to be your wealth managers, we must earn your trust. Our responsibility is to convince you that in an industry crowded with banks, brokerage firms, insurance companies and independent managers, all alleging similar capabilities — we are your best possible wealth management partner in these rapidly changing times.

At FCE Group, we are experienced professionals who are effective at what we do because we’re always trying to do it better. First, we subject every assumption and recommendation to a high level of analytical rigor within our own organization.

Then we invite our clients, together with their attorneys and tax advisors, to challenge us to defend our best answers and most informed opinions, focusing on what can be achieved and what is important.

CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827