Designed For You
Let's create a retirement plan designed completely around you!
Smart investing doesn’t have to be complicated. We seek to simplify the process.
Clarity and Reflection
Our goal is to create customized strategies that weave together your financial goals and values.
We strive to work closely with our clients, building long-lasting partnerships with them.
What We Bring To The Table
We are Family Wealth Management Group, a financial life planning and wealth management firm helping families all over the country. We are an independent firm specializing in fee-based financial planning and we provide asset management services focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC.
We listen to understand your unique challenges you face as you plan for your life's journeys. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, legacy/estate planning or tax strategy. We want to help you clarify your options and follow your path. We focus on your needs, wants, and financial goals.
Our priority is to take care of you and your family. Contact us to make an appointment and see if you belong here.
Wherever you go, we'll go there with you.
Let us provide you with guidance that can help you understand and better define your financial goals.
We follow a comprehensive process designed to determine the optimal approach to managing your assets.
Special insight and perspective to help those in the LGBTQ community pursue their objectives and success.
We are focused on supporting positive change in our world. We care deeply about Inclusion, Diversity, Belonging, Equity, and Accessibility, and we are committed to ensuring that your experiences with us reflect these important global values. Beginning with your first meeting with us, you will feel respected and welcomed at Family Wealth Management Group.