Financial Gravity Companies, Inc. has taken a significant step forward in its mission to broaden access to family office services by appointing Lauren and Dave Fischer as new Family Office Directors. This move is poised to enhance the company's offerings in tax solutions and wealth management, making these services more accessible to a wider range of families.
Lauren Fischer, with her extensive background in financial planning and investment management, including roles at SALI Fund Services and Artemis Capital Management, brings a wealth of knowledge and the prestigious Chartered Alternative Investment Analyst certification to the team. Her recent achievement of the CERTIFIED FINANCIAL PLANNER™ designation further underscores her expertise in the field.
Dave Fischer, equally qualified as a CERTIFIED FINANCIAL PLANNER™, complements the team with his dedication to client-centered financial planning. His experience at 49 Financial and Grace Capital Management has equipped him with a unique perspective on holistic financial solutions, making him a valuable asset to Financial Gravity.
Together, as co-founders of Team Fischer Financial, Lauren and Dave Fischer are set to utilize Financial Gravity's platform to offer integrated financial strategies that cover investments, tax planning, retirement, estate management, and philanthropy. Their approach aligns with the company's goal to shift from traditional tax compliance to a more comprehensive, client-focused service model.
Scott Winters, CEO of Financial Gravity, emphasized the strategic fit of the Fischers' expertise with the company's objectives. By leveraging their skills, Financial Gravity aims to democratize family office services, traditionally the preserve of high-net-worth individuals, thereby providing more families with the tools for financial integration and efficiency. This appointment marks a pivotal moment in Financial Gravity's evolution towards redefining financial services for the better.
