Family Wealth Office

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.

Locations

Location

Garden City, NY 11530
United States

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Family Wealth Office

Private Equity

Est Annual Revenue:
$1m+

Industry: Hedge Funds