FWC Financial, LLC

Financial Services

Hours:

8:30-4:50, Monday - Friday, by appointment only.

Driving Directions:

Our operational footprint is the entire east coast of the United States. We travel based on the needs of our clientele.

About Us

FWC Financial, LLC provides a high touch, hands on service model providing fiduciary services to a select institutional and corporate clientele. Our clients are corporations with ERISA/401(k) plans desiring assistance with plan design, management, monitoring, and compliance review.

Our ongoing discussions focuses on the client's priorities for the plan and managing the risks and obligations faced as a fiduciary sponsor.

We commit to limiting the number of active relationships to no more than fifty clients.

Meet the team:

Frederick W. Cutter - Investment Advisor/LPL Financial Planner
Alison Howells - Client Service Associate (licensed)
Jessica Pruett-Dykes - Operations Manager

Registered addresses are 1135 Kildaire Farm Rd, Suite 200, Cary, NC 27511 and 109 Hay Street, Suite 202, Fayetteville, NC 28301

(Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representative associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.)