Family Wealth Management, Inc.

www.fwmgt.com

Family 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 more

Reach decision makers at Family Wealth Management, Inc.

Lusha Magic

Free credit every month!

Family 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 more
icon

Country

icon

State

Massachusetts

icon

City (Headquarters)

Holyoke

icon

Employees

1-10

icon

Estimated Revenue

$10,000,000 to $50,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Accredited Certified Wealth Strategist and Accredited Investment Fiduciary

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Strategist and Financial Systems Architect

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(19)

Reach decision makers at Family Wealth Management, Inc.

Free credits every month!

My account

Sign up now to uncover all the contact details