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Team

At Fundamental Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Eric Ferry

Retirement Planner

(716) 326-4541

(716) 363-2274

[email protected]

Eric Ferry--- A senior partner specializing in retirement planning for Fundamental Wealth Management and often referred to as the problem solver for the group. This is his 11th year in the financial services industry. He is a life long...

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Robert Strang

Wealth Strategist

(716) 326-4541

(716) 363-2274

[email protected]

Rob Strang---A senior partner, specializing in Investment Management/Analysis, Estate Strategies/Long Term Care, and Small Business Consultation. A qualified plan specialist, covering both the business needs and personal financial...

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Heather Abele

Office Manager

716-326-4541

716-363-2274

[email protected]

Heather is based in Westfield NY. Heather oversees the office operations in the Westfield office and serves as the primary assistant to Eric Ferry and Robert Strang. Heather has over 12years of experience in the financial services...

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