The Wimsatt Fritts Wealth Management Group is a highly exclusive multi-generational team that has been assisting high net worth clients and institutions for over a combined 75 years. Our proprietary income strategy has allowed our clients wealth to grow exponentially across multiple generations. We believe the foundation of our client’s success has been based on this investment philosophy of maximizing current income and capital appreciation. This approach has stood the test of time the past 30 years successfully navigating clients through multiple market cycles and recessions. By limiting our focus to a small exclusive group of families we believe this allows us to optimally manage each of our client’s own unique and complex financial picture.
Advanced Planning
Your relationship with The Wimsatt Fritts Group is a collaborative effort between our team, you, and dedicated outside experts.
Proprietary Income Strategy
Investors can benefit from an investment strategy that helps
maximize both current income and capital appreciation.
Business Owners Solutions
We can assist you in strategies for a succession plan, valuation perspective, or advice regarding a sale or purchase.
Standard of Care
Our Standard of Care addresses the complexity of wealth at the various stages of life.