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Our Services

“Real Solutions for Real People”

At Ferguson Private Wealth Management we work to provide real solutions for real people. We are a full service financial firm. We appreciate that every client comes to us with different needs and goals. Do you want to save for retirement, prepare to send your children to college, or grow your wealth through sophisticated strategies? We enjoy getting to know our clients as individuals and devising the plan that best suits their unique needs. Examples of areas that we cover include:

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Group Health Insurance
  • Individual Health Insurance

Investments

  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Plans
  • Estate Plans
  • Profit Sharing Plans