Family Wealth Consulting Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years. This family-centric team focuses on helping families maximize financial resources today, and for generations to come. FWCG’s unique expertise is building portfolios that give clients more money during their retirement years, as well as helping families manage the tax and estate planning issues that are top of mind for many clients who have net worth.

The Family Wealth Consulting Group is A Family of Financial Professionals Dedicated to Guiding Families Toward a Better Financial Future!

The Family Wealth Consulting Group is:

Peggy Martin, MSFS, ChFC, CASL  Peggy has more than 30 years of experience in the financial services industry.

Craig L. Martin, CFP®, CLU, ChFC, MSFS  Craig has more than 30 years of experience as a financial advisor.

Contact the FWCG:  408-453-2220

Visit the Healthy Wealthy Families Blog:  http://www.healthywealthyfamilies.net

Find Family Wealth Consulting Group employees' phone numbers or email addresses

Family Wealth Consulting Group Global Highlights

North America
17

United States Of America
17

Asia
1

Saudi Arabia
1

Family Wealth Consulting Group's Leadership

A. A.
Account Manager
Mobile Phone
Email
H. C.
Portfolio Manager
Mobile Phone
Email
A. S.
Broker
Mobile Phone
Email
J. S.
Financial Planner
Mobile Phone
Email
R. G.
Financial Planning Associate
Mobile Phone
Email
W. H.
Mobile Phone
Email

Contact profiles from Family Wealth Consulting Group

Name

Title

Contact Info

Location

Last Update

A. A.
Account Manager
Mobile Phone
Email
United StatesMaryland
Jul 26, 2024
H. C.
Portfolio Manager
Mobile Phone
Email
Oct 18, 2024
A. S.
Broker
Mobile Phone
Email
Oct 17, 2024
J. S.
Financial Planner
Mobile Phone
Email
United StatesKentucky
Oct 18, 2024
R. G.
Financial Planning Associate
Mobile Phone
Email
United StatesNew York
Oct 16, 2024
W. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Family Wealth Consulting Group known for?

Family Wealth Consulting Group operates in the Financial Services industry. The company's main headquarters is located in 10 South Almaden Boulevard, Suite 1250; you can contact the main corporate office by phone at

+1-408-351-****

. Explore Family Wealth Consulting Group's company overview page for more information.

What is Family Wealth Consulting Group's most common email format?

Family Wealth Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Wealth Consulting Group email formats with LeadIQ.

How many employees does Family Wealth Consulting Group have currently?

Family Wealth Consulting Group has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Family Wealth Consulting Group's key employees and leadership?

As of December 2025, Family Wealth Consulting Group's key employees include:

Account Manager: A. A.
Portfolio Manager: H. C.
Broker: A. S.
Financial Planner: J. S.
Financial Planning Associate: R. G.

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