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Innovative Advice for Business Minded Professionals

Whether you are looking at the retirement of your dreams, selling a business or developing intergenerational plans for the future, we specialize in working with business minded professionals in transition.

We created Franklin Wealth Management so that we could be innovative and develop a fun family atmosphere in a traditionally cold and antiquated industry, offering clients our unique WealthFit™ process completely unconstrained by a large corporate agenda.

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WE BELIEVE IN BEING DIFFERENT
We created Franklin Wealth Management to break away from impersonal corporate agendas and focus on what is best for our clients.  Our mission is to inspire and empower you to turn your dreams into reality.

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THE WEALTHFIT™ PROCESS
We believe it is important to stay fit physically and financially. Our Wealthfit™ process is at the core of everything we work with clients to accomplish over their lifetimes.

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PROCESS DRIVEN STRATEGIES
Learn about our discretionary managed account strategies.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to estimate your capital gains tax.

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Assess whether you are running “in the black” or “in the red” each month.

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A presentation about managing money: using it, saving it, and even getting credit.

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With alternative investments, it’s critical to sort through the complexity.

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