Fundamental Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Fundamental Wealth Management
Team photo for Fundamental Wealth Management

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Advisors

Advisor photo for Peter Dold

Peter Dold

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Peter Dold's website
Advisor photo for Sean Donnelly

Sean Donnelly

APMA®

Financial Advisor

Visit Sean Donnelly's website
Advisor photo for Max Zimet

Max Zimet

CFP®

Financial Advisor

Visit Max Zimet's website
Advisor photo for Keith Paglierani

Keith Paglierani

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Keith Paglierani's website


Team

Kristen Wilcox

Kristen Wilcox

Client Service Specialist

Keri Kirchner

Keri Kirchner

Paraplanner

Maya Galvan

Intern