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Friends Wealth Management Logo
  • Services
    • Investment Advisory
    • Comprehenive Financial Planning
    • Tax Strategy & Planning
    • Family Governance & Education
    • Insurance & Risk Management
    • Estate Planning & Legacy
  • Alternative Investments
    • Accredited Investors
    • Collectibles
    • Commodities
    • Hedge Funds
    • Qualified Purchaser
    • Private Equity
    • Private Credit/Debt
  • Company
    • About FWM
    • Meet John Fremont-Smith
    • Process
    • Contact Us
  • Clients
  • Our Friends
  • Resources
    • Insights
    • Readings
  • Get Started
  • Client Portal

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    Categories: Access, Investing, IPOs, Private Markets

    Unlocking the Secrets of Pre-IPO Investing: How Friends Wealth Management Can Help You Access the Next Big Thing

    By John Fremont-Smith

    Imagine being able to invest in the next SpaceX, OpenAI, or other groundbreaking companies before they become household names. What if you could...

    Published On: August 22, 20245.1 min read
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  • Article
    Categories: Access, Investing, Private Markets

    Unlocking the Future: The Democratization of Private Markets and the Rise of Evergreen Funds

    By John Fremont-Smith

    Welcome to the future of investing—a future where opportunities in private markets are no longer reserved for the elite few but are accessible...

    Published On: August 22, 20247.5 min read
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  • Article
    Categories: Access, Private Markets

    Access: Exploring Evergreen Funds and Private Markets with Friends Wealth Management.

    By John Fremont-Smith

    At Friends Wealth Management, we pride ourselves on providing unparalleled access to the world of private markets, particularly through innovative investment vehicles like...

    Published On: July 11, 20242.8 min read
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FriendsWealthManagement.com

Ellicott City, MD 21043

(410) 707-9230

We have chosen Charles Schwab as the custodian of your assets. Charles Schwab is one of the largest custodians of investor assets.

Services

  • Investment Advisory
  • Comprehenive Financial Planning
  • Tax Strategy & Planning
  • Family Governance & Education
  • Insurance & Risk Management
  • Estate Planning & Legacy

Investments

  • Accredited Investors
  • Qualified Purchaser
  • Collectibles
  • Commodities
  • Hedge Funds
  • Private Credit/Debt
  • Real Estate
  • Private Equity

COMPANY

  • About FWM
  • Meet John Fremont-Smith
  • Process
  • Contact Us

resources

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Important Disclosure Information

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Friends Wealth Management believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Friends Wealth Management. There is no guarantee that the strategies and services offered by Friends Wealth Management will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Friends Wealth Management. Endorsements were provided at the request of Friends Wealth Management. Friends Wealth Management is not affiliated with and does not purport to own or control any third-party content linked herein.

COPYRIGHT FRIENDS WEALTH MANAGEMENT 2024 ALL RIGHTS RESERVED PRIVACY & TERMS DISCLOSURES

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