Why Fluent Wealth

We help people plan and transition to a new lifestyle that is comfortable and sustainable.

Fluent Wealth Partners brings a vast knowledge of complex financial matters, intelligent investing, high net-worth strategies and combines it with a network of chosen industry contacts providing the ideal approach for our clients to meet their lifestyle goals.

Our job is to filter out extraneous information and get to core planning matters. We are adept at explaining these matters in an understandable and relaxed way so we can make clear and purposeful decisions that will get us where we're going.

In short, we help people become financially successful!

Why Choose Us

Objective and trusted advisor - We are a fee only firm which means we work in your best interest because your fee is our only source of compensation. This removes conflicts of interest since we receive no commissions for product sales.

Integrated planning - We consider all of the different parts of your financial life and integrate them into a holistic plan.

Best products - We are not affiliated with a specific broker which means we can choose the best products from any firm to meet your needs.

Personal service - We limit the number of clients per planner to ensure that you experience personalized service.

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