Family Wealth Group Employee Directory

Q: What is Family Wealth Group known for?

Family Wealth Group was founded in 2007. Family Wealth Group operates in the Investment Management industry.

Q: How many employees does Family Wealth Group have currently?

Family Wealth Group has approximately 11 employees.

Investment ManagementKentucky, United States11-50 Employees

Family Wealth Group is a financial advisory service company serving the unique needs of retirees and those nearing retirement. We provide comprehensive planning to develop customized investment, income and estate plans for individuals and their families. 

Our team of financial and legal experts is committed to helping clients realize their goals and create a plan that gives them confidence in the future. We believe that the key to successful investing is not just to “make money with money,” but rather to “keep more of what you make.” Our planning includes tax, income and risk assessments to assure predictable returns for our clients with the least amount of risk.

Find Family Wealth Group employees' phone numbers or email addresses

Family Wealth Group Global Highlights

North America
14

United States Of America
14

Family Wealth Group's Leadership

K. M.
Founder & Ceo
Mobile Phone
Email
J. M.
Director Of Marketing And Sales
Mobile Phone
Email
J. A.
Account Manager
Mobile Phone
Email
J. S.
Financial Advisor
Mobile Phone
Email
L. J.
Client Care Coordinator
Mobile Phone
Email
J. B.
Client Service Specialist
Mobile Phone
Email
J. S.
Marketing Assistant
Mobile Phone
Email
M. R.
Client Services Associate
Mobile Phone
Email

Contact profiles from Family Wealth Group

Name

Title

Contact Info

Location

Last Update

K. M.
Founder & Ceo
Mobile Phone
Email
Aug 09, 2025
J. M.
Director Of Marketing And Sales
Mobile Phone
Email
United StatesKentucky
Nov 15, 2025
J. A.
Account Manager
Mobile Phone
Email
Aug 10, 2025
J. S.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Nov 17, 2025
L. J.
Client Care Coordinator
Mobile Phone
Email
United StatesKentucky
Sep 09, 2025
J. B.
Client Service Specialist
Mobile Phone
Email
Oct 20, 2025
J. S.
Marketing Assistant
Mobile Phone
Email
United StatesKentucky
Sep 08, 2025
M. R.
Client Services Associate
Mobile Phone
Email
Oct 16, 2024
M. R.
Client Services Associate
Mobile Phone
Email
United StatesKentucky
Apr 07, 2025
R. R.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Family Wealth Group known for?

Family Wealth Group was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 2704 Old Rosebud Road Suite 180 Lexington, Kentucky 40509 US; you can contact the main corporate office by phone at

+1-859-309-****

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

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

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

How many employees does Family Wealth Group have currently?

Family Wealth Group has approximately 11 employees as of December 2019. These team members are located across 1 continents, including North America.

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

As of December 2019, Family Wealth Group's key employees include:

Founder & Ceo: K. M.
Director Of Marketing And Sales: J. M.
Account Manager: J. A.
Financial Advisor: J. S.
Client Care Coordinator: L. J.

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