Family Wealth Office Overview

Est Annual Revenue

Company Details

We trade equities, options, currencies and commodities.

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.


11530 NY
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights