# FSC Wealth Advisors

FSC Wealth Advisors is a Multi Family Office based in Fishkill, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fishkill, United States
- **Region:** North America
- **Address:** Fishkill, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.fscwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/fsc-wealth-advisors-llc

## Regulatory record

- **CRD number:** 154382
- **SEC file number:** 801-71646
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154382

## About

FSC Wealth Advisors is an SEC-registered investment adviser in Fishkill, NY, registered since 2010. The firm manages approximately $122 million in assets. It has 5 employees and 5 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Francis S. Colavita — Founder and Managing Principal

## Questions

### Who leads investment and planning decisions at FSC Wealth Advisors?

Francis S. Colavita, the firm's founder, serves as managing principal and directs both investment management and the tax practice. His CPA credential and financial-planning certifications anchor the firm's dual identity as a registered investment advisor and tax preparer. Clients interact primarily with Colavita on strategic decisions including concentrated-stock exits, estate-freeze techniques, and asset-location design.

### How does the firm handle tax-sensitive investment portfolios differently from a standard RIA?

FSC runs the tax return and the taxable portfolio inside the same firm. That integration eliminates the months-long lag between a December distribution and the following October's tax-surprise conversation. Direct-indexing sleeves, tax-loss harvesting plans, and the sequencing of charitable contributions are all executed against the client's actual projected marginal rate rather than generic modeling assumptions.

### Does FSC invest in private markets or alternative assets on behalf of clients?

The firm evaluates private real estate and select private-equity offerings on a case-by-case basis when client liquidity, net worth, and tax situation warrant. It does not run its own in-house alternative vehicles; instead, it sources capacity from external operators and coordinates with estate counsel to fit such commitments into trust and entity structures. Core public-market assets are managed via ETFs, direct indexing, and outside separate-account managers.

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Last updated: 2026-07-06T01:24:16.984Z

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