Take the First Step
Thank you for your interest in Fulgent Wealth Management. We have worked with clients from all backgrounds and incomes over the past decade. We are committed to showing you how working with an independent financial advisor will benefit you.
All of our engagements start with a complimentary 15-60 minute conversation, free of charge, with no obligations. This will help us to get to know each other, help us understand your financial objectives and goals, and answer any questions you may have.
You don't need to do anything to prepare for the call. In order to get the most out of it, it may be helpful to collect your financial questions so we can review them together.