Family Wealth Management, Inc.
www.fwmgt.comFamily Wealth Management, Inc. is a fee-only financial planning, tax planning and investment advisory firm providing independent, objective financial advice to individuals and families throughout Western New England. All of our planners are either CPAs who have earned the Personal Financial Specialist (PFS) accreditation as designated by the American Institute of Certified Public Accountants or Certified Financial Planners who have been certified by Certified Financial Planner Board of Standards Inc. CPA/PFS and CFP professionals are cross-trained in tax, personal finance and investments. Our services range from hourly consultations to comprehensive wealth management. As your advocate, our goal is to provide you with peace of mind, knowing that you have taken sensible action to protect and enhance your family's security.
Read moreFamily Wealth Management, Inc. is a fee-only financial planning, tax planning and investment advisory firm providing independent, objective financial advice to individuals and families throughout Western New England. All of our planners are either CPAs who have earned the Personal Financial Specialist (PFS) accreditation as designated by the American Institute of Certified Public Accountants or Certified Financial Planners who have been certified by Certified Financial Planner Board of Standards Inc. CPA/PFS and CFP professionals are cross-trained in tax, personal finance and investments. Our services range from hourly consultations to comprehensive wealth management. As your advocate, our goal is to provide you with peace of mind, knowing that you have taken sensible action to protect and enhance your family's security.
Read moreCountry
State
Massachusetts
City (Headquarters)
Holyoke
Employees
1-10
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Accredited Certified Wealth Strategist and Accredited Investment Fiduciary
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Wealth Strategist and Financial Systems Architect
Email ****** @****.comPhone (***) ****-****
Technologies
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