Family Wealth Management, Inc.
Family Wealth Management, Inc.

Trusted Financial Advice
Home | Blog | Site Map | Contact
Services
About Us
Meet the Team
Client Resources
Contact Us
Family Wealth Management, Inc, Holyoke, MA -fee-only, financial planning, investment management
Welcome

All of us at Family Wealth Management, Inc. want to welcome you to our website. We hope it will provide you with important information not only about our services and staff, but also about our values and commitment to client success.

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.

After reviewing this site, if you have any questions for us, or if you would like to arrange a meeting with one of our advisors, please feel free to contact us.

NAPFA

 

NAPFA

 
   
Family Wealth Management, Inc. Family Wealth Management, Inc.

Family Wealth Management, Inc.
330 Whitney Avenue, Suite 750 Holyoke, MA 01040
Phone 413 313-0030 - Fax 413 313-0079 - info @ fwmgt.com

Content © 2013. All Rights Reserved | Terms of Use
Disclosure