Few Associates is a wealth management firm that provides expert advice, sound planning and meticulous attention to detail. All of these things help affluent individuals manage their finances today and for future generations. Managing your own investment portfolio can be a daunting task. They know they need to invest for growth while taking care to preserve capital, but are unsure how to structure their portfolio to accomplish these objectives.
Taxes are a vexing issue, even for the most astute investor.
And, planning for retirement and the eventual distribution of your estate poses additional challenges. At Bill Few Associates, our number one concern is providing peace of mind to affluent individuals and families while helping allay the anxiety often associated with managing wealth. B ill started the company in 1987 with a single purpose in mind - to create a firm where the client comes first. Deliver excellent service by helping our clients meet their goals and by working to exceed their expectations. Make each client feel valued by tailoring our advice and investment management to their specific situation and by working to build lifelong relationships with them.