Our Team
With over 60 years of combined industry experience, Fried Mouro Wealth Management strives to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
Fried Mouro Wealth Management is actively involved in the communities we serve. We devote significant time, energy and resources to help create positive change in the areas in which we live and work. Our team is enthusiastically involved with assisting charitable organizations such as The Northwest Cary YMCA, Dorcas Ministries, A Helping Hand, and Habitat for Humanity.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 29, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 25, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.