FP Wealth Management, Inc. is the result of two financial service practices coming together to provide a higher level of service and resources to the clients they serve. The two managing partners President, Bob Fitzsimmons and Vice President, Jason Peplinski have been working together since 2007. Bob Fitzsimmons, CFP, started his firm in 1990. JP Financial Services, Inc. was founded by Jason Peplinski in 2002.
We help people understand that wise investing is not just about services ?their personality, aspirations, and life situation can have as much to do with financial awareness as the services themselves. As an independently owned office with access to the financial markets, we are not beholden to any provider. We help our clients identify strategies that fit their unique situations and personalities, and then we help them put those strategies to work with the best services available.
Financial Services, Asset Management, Retirement Planning, Estate Planning, Insurance, College Planning