Family Wealth Management, Inc.

Financial ServicesMassachusetts, United States2-10 Employees

Family Wealth Management, Inc. operates in the financial services field as a fee-only firm offering financial planning, tax planning, and investment advisory services. It serves individuals and families in Western New England with independent, objective guidance designed to support informed financial decisions. The firm is based in Holyoke, Massachusetts, and its professionals hold either CPAs with Personal Financial Specialist accreditation or Certified Financial Planner credentials, bringing cross-trained expertise in tax, personal finance, and investments. 

Its service model ranges from hourly consultations to comprehensive wealth-management engagements, reflecting a range of client needs. The objective is to help clients take prudent steps to protect and enhance their family's financial security through unbiased, client-focused advice.

Sign up for free to view info

Email Format Employee directory