FSA Wealth Management

Overview

FSA Wealth Management was founded in 2006 in Needham, Massachusetts, positioning itself as an independent investment advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages both discretionary and non-discretionary advisory accounts, a structure that allows clients either to delegate investment authority entirely or retain final say over decisions. The firm's investment management services span portfolio construction and ongoing monitoring, while its retirement plan advisory practice addresses the needs of corporate clients. The dual focus on private wealth and institutional retirement accounts creates a service mix that differentiates it from single-track RIAs. Client assets are custodied at third-party institutions, a standard independent-advisor model that avoids balance-sheet risk. Headquartered in Needham, the firm operates from a single office in the Greater Boston area. Its scale remains privately held and not publicly disclosed — typical for firms of this size and structure that file Form ADV but do not broadcast metrics. FSA Wealth Management's structural position as an independent, fee-based advisory practice allows it to avoid product-manufacturing conflicts that arise at bank-owned wealth managers. Its succession and ownership architecture are not publicly detailed, though continuity risk is a natural consideration for any single-office firm with an undisclosed leadership bench.