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Ferguson Wellman
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
As part of our milestone anniversary, Ferguson Wellman is promoting education on investing and personal finance fundamentals. Visit our DollarSense page to utilize our self-paced, microlearning videos and activities.
News and Views from Ferguson Wellman and West Bearing Investments
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins Brad Smith at Yahoo! Finance to discuss strategies to mitigate risk during the "great wealth transfer" occurring in the coming years from the silent and baby boomer generations to Generation X and millennials.
This article was originally published in 2020. As the author, I chose to focus on the Camp Fire in northern California as a case study for fire safety and financial preparedness during disasters. My colleague, Mary Lago, CFP®, CTFA, grew up in Paradise, California, and tragically her mom lost her home in the fire.
Mary Lago, CFP, CTFA®, Ferguson Wellman’s chief wealth strategist, joins CNBC’s Closing Bell to discuss our firm's "high-net-worth playbook."
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here