Resources

A friend is a person who will tell you what you want to hear.

An ally is a person who will tell you what you need to hear.

 

 

When you work with Fenwick Partners, LLC, you know you have a trusted ally who is here locally to meet with you personally and get to know you and your goals. At the same time, Terry  is affiliated with nationally recognized and respected specialists. The access to this combined knowledge and experience is yet another key advantage that sets us apart from other financial professionals. Through this unique relationship, you can draw on knowledge not often available to individuals.

 

As a Member of The Nautilus Group®, a service of New York Life Insurance Company,  Terry Fenwick works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.  


 

Through Eagle Strategies, Terry  provides fee-based financial planning, investment advisory services and access to investment management programs.  Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life. Terry G. Fenwick is an Investment Advisor Representative (IAR) of Eagle Strategies LLC.  


 

Our firm works with New York Life Retirement Plan Services to help us offer our clients compelling executive benefit plans, driving value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war – while controlling the bottom line. 


 

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency.  Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities.  Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.