The FWM Group

How Our Group Serves You

We designed a process and team approach that helps provide clarity to the complex aspects of wealth management. Our collective talents increase our capacity to focus on your needs and contribute to your success. You receive tailored solutions from individuals dedicated to wealth planning, investment and risk management.

The FWM Group

R. Dane Bradshaw, CFP®

Founder | Managing Partner
PIM Portfolio Manager

Fax: 801-432-7901

    Josh Burgon

    Founder | Managing Partner

    Fax: 801-432-7901

      Robert S. Cheney

      Founder | Managing Partner
      PIM Portfolio Manager
      Branch Manager

      Fax: 801-432-7901

        Jason Peterson

        Founder | Managing Partner

        Fax: 801-432-7901

          Julie Cheney

          Robyn Crane

          The FWM Group's Insights

          2023 Year-End Tax Planning Guide

          2023 deadlines are approaching for many strategies to reduce your tax bill. Review the checklist below and discuss these strategies with your advisor and tax advisor.

          Upend the American Workforce?

          A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring new levels of attention, excitement, and concern about recent advances in this life-changing technology.

          Rescuing America's Safety Net

          A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal. A separate survey the same month found that more than 80% of Americans worry Medicare will not be able to provide the same level of benefits in the future.

          Keep an Eye Out for IRS Related Scams

          The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year. As a result, it's important to always be on the lookout for suspicious activity so that you don't end up becoming the victim of a scam.

          Bear Market Emotions: Strategy vs. Reaction

          Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low point for the year in mid-October, down more than 25% from its bull market high. The tech-heavy Nasdaq was hit even harder, falling almost 36%. The indexes were still down by about 20% and 35% respectively at the end of the year.

          This information is intended for use only by residents of (AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

          Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

          Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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