[ our PHILOSOPHY ] A Steady Approach to
Important Decisions
We help you gain clarity about what truly matters and how to make decisions that stay aligned with it. From there, we bring structure, direction, and a steady hand — so your investments, insurance, savings, and planning aren’t pulling in different directions, but working together with purpose.
Our role is simple: to help you create clarity, maintain alignment, and make confident decisions, one season at a time.
This isn’t about reacting to headlines or chasing the latest idea.
It’s about understanding your story and helping you build a clear path forward.
A path that reflects who you are.
A path you can trust.
A path that leads somewhere meaningful.
Tim Fraser
President
I grew up here in McHenry County, and this is still home for me. Most of my life now revolves around my family, my work, and being involved in the community that has given me so much.
I’m married to my wife Logan, and we have three kids who keep life full in the best way. Spending time with them is what matters most to me. Whether it’s being at home, being outside, or just being present for the everyday moments, that’s the part of life I value the most.
My faith is also an important part of who I am. It shapes how I think, how I lead, and how I try to show up for others. It’s not something I separate from my work. It’s part of the foundation behind how I make decisions and how I serve the people I get to work with.
One of the things I’ve come to really love is coaching basketball. I enjoy being around the game, but more than that, I enjoy working with kids, helping them grow, building confidence, and seeing them develop over time. There’s something meaningful about being part of that process.
My path into this work started in a more traditional way. I began my career at a large investment firm and had early success there. But over time, I realized I didn’t love how the industry often worked. It felt complicated when it didn’t need to be, and I saw people trying to make important decisions without a clear way to think through them.
In 2009, I started Fraser Wealth Management because I wanted to do it differently. I wanted to create a place where people could slow things down, think clearly, and make decisions they actually feel good about. Not just in the moment, but over time.
That’s really what my work is about now. Sitting with people, understanding what matters to them, and helping them make decisions that line up with that. The Clarity Framework™ came out of that process. Not as something theoretical, but as something practical that grew out of real conversations and real situations over the years.
I still care a lot about this community. I stay involved where I can, support local organizations, and currently serve on the board at Trinity Oaks Christian Academy.
At the end of the day, I don’t see this as a numbers business. It’s a people business. My goal is simple. Help people think clearly, stay aligned with what matters, and move forward with confidence.
Patrick Louise
Vice President
Patrick joined the Fraser Wealth Management Inc Team in 2012. He spent the previous five years working at a top 20 US banking institution and Fortune 500 company. Patrick's work ethic, integrity, and relationship skills were instrumental in his success with this firm. The decision to join FWM was made in order to continue to advance his passion for financial consulting. He believes in the impact of a truly personal focus that Fraser Wealth Management Inc takes with each client. His banking background gives him a holistic perspective to financial services. Patrick's skills translate well into serving the income needs of those in or near retirement as is the specialty of Fraser Wealth Management.
Patrick lives right here in Woodstock, IL with his wonderful wife Rhiannon and their son Peter. They are active members of St. Mary Catholic Church in Woodstock. He loves to cook and stay physically active. You'll see him playing softball every summer and fall out at Emricson Park in Woodstock. Patrick's greatest joy is spending quality time with his family.
Derek Hartmann
Wealth Advisor
Derek lives in Crystal Lake with his wife Becky and their two kids, Madelyn and Greyson. Most of life outside of work revolves around family, being together, and enjoying the season they are in with young kids.
He has always been someone who enjoys connection and community. Whether it is spending time with friends, playing sand volleyball, golfing, or traveling for competitive mini golf tournaments, Derek genuinely enjoys being around people and building relationships that last over time.
That same relational approach carries into his work.
Derek joined Fraser Wealth Management in 2019 and brings nearly two decades of experience in the financial industry. He especially enjoys helping busy professionals and families simplify areas of life that can often feel stressful or overwhelming. His approach is calm, thoughtful, and centered around helping people make decisions with clarity and confidence.
As a CERTIFIED FINANCIAL PLANNER® professional, Derek takes a holistic approach to planning, helping clients make sure their financial decisions are working together as part of a bigger picture instead of feeling disconnected or reactive.
More than anything, Derek wants clients to feel understood, cared for, and confident about where they are headed.
Taylor Hill
Office Manager
Taylor came to Fraser Wealth Management in the winter of 2010. Taylor is a graduate of Northern Illinois University Business School. He brings with him a diverse background in business administration along with strong technology skills. Taylor is the backbone of the company as he provides administrative assistance for all four advisors and manages our office compliance systems. Taylor loves nothing more than spending time with his amazing nieces and nephews.