Investment Managment There are three eroding factors of wealth. At The Fitzpatrick Group, we strive to remove the unnecessary volatility, the excessive advisory fees, and reduce the taxes to create the ideal investment portfolio for you, our client. Market Voltality Advisory Fees Taxes Let one of our advisors help you with your investment portfolio. Contact us Our experienced financial advisors will work with each client to reduce market volatility, excessive advisory fees, and taxes. Taxable vs. Tax-Deferred Savings Learn more Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt. Learn More Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax. Learn More Related content A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. Best Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth. Have a Question Name Email Phone Question Thank you! Oops!