Overview

Fremont Wealth Management, Inc. is a long established, experienced Registered Investment Advisor tracing our foundation to 1965. We pride ourselves on our client relationships, some of which span several decades and generations. We manage client accounts on a discretionary basis using a value orientation of growth at a reasonable price approach. We provide investment advice for individual, retirement, foundation, and trust and estate accounts. Each client portfolio is managed on an individual basis according to the needs of each client e.g., income requirements, growth orientation, estate and inheritance plans. Our asset allocations include stocks, bonds, mutual funds and exchange traded funds.

Market
RIA
Last Activity
within 2 months

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