Family Wealth Management, Inc. provides wealth management services which consist of ongoing comprehensive financial advice and investment management and includes the following components:

• Ongoing financial advice tailored to your changing life needs.
• Annual reviews to track progress against goals, making adjustments as necessary.
• Alignment of investment resources to provide stable cash flow to support your current and future lifestyle needs.
• Annual review of your cash inflow and outflow.
• Implementation of investment strategy.
• Tax loss harvesting and other tax minimization strategies.
• Rebalancing of portfolios to your target asset allocation.
• Monthly consolidated statements that detail your investment holdings and asset allocation.
• Quarterly performance statements.

Our Wealth Management services typically provide the greatest benefit to clients with investment assets of at least $500,000 or a total net worth that exceeds $1 million. We charge an asset-based fee ranging from 1.00% on the first $500,000 to 0.35% on assets over $4,000,000.