Broker Check

Challenging the Wisdom of Convention 

How We Work

Rebecca Wyatt is D I F F E R E N T… She has combined her years of financial experience with her tax expertise to create an approach to building and sustaining wealth that most conventional advisors never even consider. Over the years, she has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. While we are large enough to manage a broad and diverse client base nationwide, our structure is compact enough to always deliver personalized client service. What that means is you will get all the benefits of a large institutional firm without the cookie-cutter, ‘you’re only a number’ approach. At FITS Wealth Management, you truly are family! We believe that has far-reaching benefits for our clients.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. 

Many people falsely believe they have everything covered through the combined advice of their advisor and CPA. Mrs. Wyatt has built an advisory wealth practice, under the overall umbrella of understanding coming taxation and where wealth should be built, with clients across the country.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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