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High Net Worth Services

For the Visionaries Who’ve Built Their Legacy – Let’s Preserve It

At Fleming Financial Services, we specialize in providing tailored financial strategies to high-net-worth individuals who demand the best. With years of experience navigating the complexities of wealth management, tax planning, and legacy preservation, we offer expert guidance designed to protect and grow your assets. Our personalized approach ensures that your financial future is as sophisticated and successful as the life you’ve built.

If you have $3 million or more in net worth, you're likely:

Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes

Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings

Wanting to integrate your various financial, legacy and tax-efficient strategies

Looking for help identifying and simplifying your financial decisions from among varying options and approaches

Ready to coordinate with professionals who value relationships
helping make your financial goals a reality

If any of these sound familiar, 
lets talk.
 

Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.

Podcast - My Smart retirement Sean Fleming
Finra

Fleming Financial Services, Inc. ("FFS") is a licensed investment advisor offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by FFS in the rendering of personalized investment advice for compensation shall not be made without our complying with jurisdiction requirements or pursuant an applicable state exemption.

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​All written content on this site is for information purposes only.  Opinions expressed herein are solely those of FFS. unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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