Fluent Wealth Partners

Making steady progress toward well-defined goals has long been a cornerstone to achieving success. At FWP, we build relationships with our clients and help them to reach higher, achieve more, and sustain the quality of lifestyle they truly desire.



Create The Lifestyle You've Always Wanted

Imagine the ideal lifestyle for you and your family. Are you living it now? Will you achieve it tomorrow, next year, in ten years?

At Fluent Wealth Partners we help our clients clearly identify their lifestyle goals and how to get there. We build long term relationships with clients, providing guidance and services based on our experience in the financial industry. Here are some of the characteristics of our services:

  • FEE ONLY SERVICES - no commissions, no hidden costs
  • NO BROKER AFFILIATIONS - we choose what's right for you
  • INTEGRATED PLANNING - a holistic approach to wealth planning
  • CAPABLE TEAM - experienced planners & award winning partners
  • DEDICATED SERVICE - limited number of clients per planner

Learn more about our approach to wealth planning.

Fluent Wealth Partners, LLC
1530 The Alameda #115
San Jose, CA 95126

Phone: 408-217-2000
Toll free: 866-630-7583
Fax: 408-217-2011