Fenwick Financial Services, LLC
Ann Y. Fenwick, CFP®, MSFS

Helping you grow, preserve, and transfer your wealth
Ann Fenwick is the founder of Fenwick Financial Services, LLC. For over 30 years, she has been specializing in wealth accumulation, financial and retirement planning.

At Fenwick Financial, it is important to us to build life-long relationships with our clients. We take your whole financial picture into consideration. We believe in designing unique strategies that are aligned with your stated goals.

We constantly monitor the ever-changing financial environment to make sure you remain on track to meet your goals. We know that financial planning is not a one-time event, but a lifelong process.

We understand that choosing a financial professional is a very important decision. We invite you to explore our site and learn more about the services we provide. Let us help you discover where your dreams can take you.

Read more about Ann and the experience she brings to Fenwick Financial. 
Please contact us for more information:

 Fenwick Financial Services, LLC
 1777 Reisterstown Road,  Ste 280
 Pikesville, MD 21208
 Phone: 410-821-0089
 Fax: 410-821-5993
Christopher E. Wasson

Chris Wasson has joined Fenwick Financial Services, LLC.

Having worked closely with portfolio managers, analysts and traders for over 20 years, Chris has a rare insight into the world of institutional money management, which he now uses to help clients navigate the financial maze and develop strategies for their own unique and personal goals.

Read more about Chris, his background and the financial expertise he brings to our firm.

Weekly Market Review

The Markets

At long last: Proverbial corks were flying last week as the Nasdaq finally broke its 15-year-old record, set in March 2000, to close the week at 5092.08. The 3.25% weekly jump was driven largely by earnings reports from several large technology stalwarts. The S&P 500 also posted a new high, as indexes other than the Nasdaq posted weekly gains ranging from 1.25% to 1.75%.

The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. The NASDAQ Composite Index is a market-value weighted index of all common stocks listed on the NASDAQ stock exchange. The Russell 2000 is a market-cap weighted index composed of 2,000 U.S. small-cap common stocks. The Global Dow is an equally weighted index of 150 widely traded blue-chip common stocks worldwide. Market indices listed are unmanaged and are not available for direct investment.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Fenwick Financial Services, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.