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

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Richard Chase, CPA/PFS
James Barrett, CPA/PFS, MST
Doug Wheat, CFP®
Teresa Judycki, CPA, MST
Dawn Badorini, MST
Carol Flouton
Meet the Team
Richard M. Chase Richard Chase, CPA/PFS
Principal, Wealth Manager

Rich is the founder and President of Family Wealth Management, Inc. A Certified Public Accountant with more than 27 years of professional experience, Rich has specialized in tax, financial and investment planning for the past 23 years.

Rich is also a partner in the regional public accounting firm of Meyers Brothers Kalicka, P.C.   In 1990, he became one of the first CPAs in Massachusetts to earn the Personal Financial Specialist (PFS) designation. The PFS accreditation was established for CPAs who specialize in personal financial planning and is awarded exclusively to members of the American Institute of Certified Public Accountants who have demonstrated considerable experience and expertise in that area. The CPA/PFS designation is held by less than one percent of all CPAs throughout the United States. Rich is also a member of the National Association of Personal Financial Advisors (NAPFA), which is the nation’s leading organization dedicated to the advancement of fee-only comprehensive financial planning.

On a national level, Rich has been a speaker at the AICPA National Investment Planning Conference and has served as an instructor for the AICPA's Personal Financial Planning Certificate of Educational Achievement Program.

Rich received his BSBA in Accounting (summa cum laude) from Boston University and his MBA from the University of Southern California. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Estate Planning Council of Hampden County, Inc.

When he’s not working, Rich enjoys spending time with his wife, golfing and working out in the gym and swimming pool. In his younger days he spent seven weeks bicycling cross-country from the Atlantic to the Pacific. Community service is also important to Rich, having been involved with several volunteer nonprofit organizations including the Jimmy Fund, Jewish Geriatric Services Inc. and many other community agencies.

 
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 413 313-0614 - info @ fwmgt.com

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