FWG’s mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
JOHN LEDFORD, CFP® – Manager
John is the CEO of FWG Holdings, LLC, a privately owned registered investment advisor serving the central Florida community and has more than 25 years of experience in the financial services industry, including as a registered securities broker with Ameriprise Financial Services, Commonwealth Financial Network and Mony Securities Corporation. John has a Bachelor of Science Degree in Finance from the University of Central Florida, College of Business Administration, and received his CFP® from the College for Financial Planning.
John is passionate about working with his clients and wants them to experience financial confidence now and in retirement. John reviews each client’s entire financial picture – cash reserves, debt management, investments, protection and taxes, asks targeted questions, listens closely to their answers and wants his clients to feel confident that the advice he provides reflects their unique dreams and goals.
Areas of Focus: Wealth Preservation Strategies, Retirement Planning Strategies, Estate Planning Strategies, Investments, IRA Rollovers, Small Business, Retirement Income Strategies, Family Finances, Tax Planning Strategies and Charitable Giving.
John currently lives in Baldwin Park with his wife, Valerie, and some combination of their four children. Away from the office, he enjoys diving, music, coaching, flying, and just about every sport. Additionally, he spends much of his free time supporting a variety of local charities including Change MicroFund, of which he is a founder.
COLE LINQUIST, CFP®, CIMA®, CRPC® – Manager
Cole is the President FWG Holdings and Managing Principal of FWG Capital, LLC and FWG Investment Management, LLC. Cole has over 10 years of experience in the financial services industry, with FWG Holdings, LLC, Ameriprise Financial Services, and Commonwealth Financial Network. Cole has a degree in Finance from the University of Central Florida. In addition, he holds the CFP®, CIMA®, and CRPC® designations.
Cole is a Wealth Manager, focused on developing client relationships, portfolio management, and financial plan implementation. He leads the firm’s Investment Committee to ensure that client portfolios are strategically allocated for performance and risk management. The firm’s investment strategies focus on public stocks and bonds, asset allocation portfolios, and unique alternative investments in private real estate, private debt, and private equity.
Areas of Focus: Wealth Preservation, Retirement Planning, Investment Management, Small Business consulting, Estate Planning and Tax Planning.
When Cole is not busy navigating financial markets and finding investment opportunities around the globe, he enjoys golf, surfing, traveling, and being with family and friends. Cole and his beautiful wife Julia currently live in Maitland, Florida.
Combined, John Ledford and Cole Linquist possess over 25 years of private equity/debt experience, having invested personally and on behalf of clients in over 50 deals spanning from private equity, real estate development, restaurant, healthcare, senior living, and other industries. These investments have spanned from smaller personal investments to passive investments in institutional products to co-investments with smaller non-institutional partners and sponsors.