9000 Lincoln Drive East,
Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries.
We are fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention.
“Your financial well-being and security are our top priorities. You and your family can count on us every day for advice and service that helps you realize your financial dreams.”- Marty Higgins, Founder of Family Wealth Management
At Family Wealth Management, our clients include retired couples and pre-retirees, financially independent women, and successful entrepreneurs.
Indeed, we have found that the most successful clients of Family Wealth Management have the following characteristics: