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We're Focused on Your Financial Future

We provide wealth management strategies to support you and your family.

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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

Individuals & Families

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

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Physicians and Healthcare Professionals

Physicians and Healthcare Professionals


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Women Investors

Women Investors

Offering a holistic approach to financial wellbeing

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Business Owners

Business Owners

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

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Physicians and Healthcare Professionals

Physicians and Healthcare Professionals

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

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Faith Based Investors

Faith Based Investors

Biblically guided investment solutions for aligning your

investments with your values

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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.

Insurance
Strategies

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Portfolio
Management

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Retirement
Planning

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Financial
Planning

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Estate
Planning Strategies

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Values Based
Investing

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<strong>About Us</strong>

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.

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