Family Wealth Management, Inc. Employee Directory

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.

Find Family Wealth Management, Inc. employees' phone numbers or email addresses

Family Wealth Management, Inc. Global Highlights

North America
4

United States Of America
4

Family Wealth Management, Inc.'s Leadership

J. H.
Director Of Client Services
Mobile Phone
Email
H. A.
Operations And Client Service Associate
Mobile Phone
Email
J. B.
Principal, Wealth Manager And Personal Finance Specialist
Mobile Phone
Email

Contact profiles from Family Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. H.
Director Of Client Services
Mobile Phone
Email
United StatesKansas
Oct 16, 2024
H. A.
Operations And Client Service Associate
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. B.
Principal, Wealth Manager And Personal Finance Specialist
Mobile Phone
Email
UNITED STATES
Apr 07, 2023

Frequently Asked Questions

What is Family Wealth Management, Inc. known for?

Family Wealth Management, Inc. operates in the Financial Services industry. The company's main headquarters is located in 330 Whitney Ave, Suite 750 Holyoke, MA 01040, US. Explore Family Wealth Management, Inc.'s company overview page for more information.

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

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

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

Family Wealth Management, Inc. has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Family Wealth Management, Inc.'s key employees and leadership?

As of December 2025, Family Wealth Management, Inc.'s key employees include:

Director Of Client Services: J. H.
Operations And Client Service Associate: H. A.
Principal, Wealth Manager And Personal Finance Specialist: J. B.

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