Insights

Loading spinner
Gathering insights about Family Wealth Management, Inc.

Family Wealth Management, Inc. Tech Stack

Media & News

Family Wealth Management, Inc.'s Email Address Formats

Family Wealth Management, Inc. uses at least 1 format(s):
Family Wealth Management, Inc. Email FormatsExamplePercentage
Last@fwmgt.comDoe@fwmgt.com
33%
FirstLast@fwmgt.comJohnDoe@fwmgt.com
17%
First@fwmgt.comJohn@fwmgt.com
17%
Last@fwmgt.comDoe@fwmgt.com
33%

Frequently Asked Questions

Where is Family Wealth Management, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Family Wealth Management, Inc.'s main headquarters is located at 330 Whitney Ave, Suite 750 Holyoke, MA 01040, US. The company has employees across 1 continents, including North America.

What is Family Wealth Management, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Family Wealth Management, Inc.'s official website is fwmgt.com and has social profiles on LinkedIn.

What is Family Wealth Management, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Family Wealth Management, Inc.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Family Wealth Management, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, Family Wealth Management, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Director Of Client Services: J. H.Operations And Client Service Associate: H. A.Principal, Wealth Manager And Personal Finance Specialist: J. B.. Explore Family Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Family Wealth Management, Inc. belong to?

Minus sign iconPlus sign icon
Family Wealth Management, Inc. operates in the Financial Services industry.

What is Family Wealth Management, Inc.'s email format?

Minus sign iconPlus sign icon
Family Wealth Management, Inc.'s email format typically follows the pattern of Last@fwmgt.com. Find more Family Wealth Management, Inc. email formats with LeadIQ.

Family Wealth Management, Inc.

Financial ServicesUnited States2-10 Employees

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.

Our services range from hourly consultations to comprehensive wealth management. As your advocate, our goal is to provide you with peace of mind, knowing that you have taken sensible action to protect and enhance your family's security.

Section iconCompany Overview

Headquarters
330 Whitney Ave, Suite 750 Holyoke, MA 01040, US
Website
fwmgt.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Family Wealth Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Family Wealth Management, Inc.'s revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.