Established Expertise With over 35 years of service in the Silicon Valley area and founders with more than three decades of industry experience, Family Wealth Consulting Group demonstrates deep local market knowledge and trusted relationships, offering opportunities for personalized financial solutions.

Niche Focus Specializing in retirement growth strategies and estate planning for high-net-worth families, FWCG presents a target audience of affluent clients seeking comprehensive wealth management, estate planning, and tax optimization services.

Growth Potential Operating with a small team and revenue under 1 million dollars, FWCG shows potential for expansion through targeted financial products, digital marketing, and strategic partnerships to increase client base and revenue streams.

Digital Presence Utilizing modern technology such as Google Analytics, Tag Manager, and a Drupal-based website indicates a digital-savvy approach; this opens avenues for outreach through digital marketing, content marketing, and improved lead generation.

Competitive Positioning While competing with large firms like Fidelity and Vanguard, FWCG's family-owned, personalized service advantage can be leveraged in sales pitches to differentiate from big institutional players, appealing to clients valuing bespoke financial planning.