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About Us

Finding Your Fit

Finding Your Fit

At Family Wealth Management, we take a team perspective on holistic wealth management, ensuring that you benefit from the advantage of multiple perspectives. While you may work closely with one advisor, behind the scenes, our team collaborates and outsources to other professionals such as attorneys and CPAs to provide you with comprehensive solutions. Our approach extends beyond the individual client to encompass the entire family, spanning multiple generations. We firmly believe in building relationships based on trust, and we take pride in serving not only our clients but also their children, ensuring a seamless transition of wealth and financial guidance for future generations.

As a multi-generational, family-based team, we truly understand the importance of family dynamics in financial planning, because we experience it firsthand. Unlike many advisors who are expected to retire in the next 10 years, we plan to be your trusted advisor for life. With our unique credentials and expertise in both bull and bear markets, we bring a rare combination of CFP®, ChFC®, CMFC®, as well as multiple other professional designations. This enables us to skillfully structure portfolios tailored to meet your specific goals, providing you with peace of mind and confidence in our abilities.

While we value the personal touch and human connection in our client relationships, we also recognize the importance of integrating modern technology into our services. We believe that you should partner with a trusted advisor, not solely rely on an app. However, we also understand the need for convenience and accessibility. As our client, you will have access to personalized financial planning software, real-time updates on our calendars, and risk management tools, all available at your fingertips. With us, you can enjoy the best of both worlds – the expertise of a dedicated team and the convenience of cutting-edge technology.

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