Freitas Wealth Management Group

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faith

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values

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your

values

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purpose

Crafting tailored financial plans and investment strategies rooted in your faith and values.

Who We Serve

At Freitas Wealth Management Group, we are dedicated to serving a diverse range of investors. Our products and services are specifically designed to address the needs of our clients by providing custom tailored strategies, rather than a one- size-fits-all approach. No matter what type of investor you are, we have strategies that can help you live your life with purpose.

Individuals & Families

Forward-looking planning that considers the needs of both current and future generationsLEARN MORE

Women Investors

Offering a holistic approach to financial wellbeingLEARN MORE

Business Owners

Empowering you to fully realize the value of your life’s workLEARN MORE

Physicians and Healthcare Professionals

Guidance for busy health care professionals seeking to build and grow their wealthLEARN MORE

Faith-Based Investors

Biblically guided investment solutions for aligning your investments with your valuesLEARN MORE

Faith-Aligned Financial Planning Is Our Specialty

Robert Freitas holds the Certified Kingdom Advisor (CKA) credential — one of very few advisors in the CSRA trained to integrate biblical stewardship principles into a structured financial planning process. For individuals and families whose faith shapes how they think about money, generosity, and long-term planning, this matters. Learn more about who we serve on our faith-based investors page.

Our Services

Creating a financial strategy in today’s uncertain economic climate can be a daunting task. That’s why our firm is here to help. Our experienced team offers dynamic and flexible strategies that are tailored to your unique needs and goals.

About Us

Our financial planning process begins with a deep understanding of your risk tolerance, time horizon, and goals. Your unique financial needs are the core focus of our proven holistic approach.

Our Philosophy

Together, we can develop a sustainable future that can adjust to obstacles or opportunities that come your way.

Our Team

With our knowledge and your goals, crafting a sound financial strategy can be more attainable than you think.

Your Goals

Wherever life takes you, our tailored plans are designed to follow and support your journey.

Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have a question?

We’re happy to address any concerns or questions you may have, even if you’re not a current client. One of our staff will reach out soon to help answer any concerns or questions.