2200 Georgetowne Drive,
At Family Wealth Management Group, we understand that every situation is unique, and there is no one-size-fits-all solution. That's why we take a personalized approach, tailoring our recommendations to each individual client. We hold integrity as our guiding principle, ensuring that we always prioritize what is best for you. Your financial well-being and satisfaction are our top priorities, and we are committed to providing you with the highest level of service and support.
... no copy here ...
We are honored to serve you and your family. Our team’s passion lies in taking care of your family's financial well-being.
We work with individuals, families, and business owners to preserve generational wealth and maintain solid, long-lasting relationships with every generation.
We provide specialized guidance on optimizing financial strategies, managing business finances, and navigating complex tax and investment considerations appropriate to your roles and responsibilities.
Our team offers tailored financial planning and investment strategies that align with your financial goals, helping you to make the most of your earning potential and secure a solid financial future.
We develop comprehensive retirement planning services and offer guidance on optimizing retirement savings, managing income streams, and creating strategies to ensure a comfortable and financially secure retirement.
Our team provides sophisticated wealth management strategies, tailored investment solutions, and comprehensive estate planning services to help preserve and grow your wealth.
Take the first step towards a secure future by scheduling an appointment with our financial professionals. Together, we can create a comprehensive financial plan that empowers you to achieve each and every one of your goals. Contact (724) 940-6300 to get started.
In each of the services we offer, we carefully consider our clients' situations, goals, and objectives, providing comprehensive financial advisory services to guide them towards financial success.
We help you minimize tax liability, develop personalized strategies to maximize deductions and credits, and stay up-to-date with changes in tax legislation.
We will assess your financial situation, project future income needs, navigate retirement accounts and tax implications, and develop personalized strategies to optimize your retirement savings.
Through close collaboration, we develop a comprehensive estate plan that aligns with your goals, minimizes tax liabilities, protects your wealth, and ensures the desired distribution of assets.
With an objective perspective, we assess your financial situation and provide tailored recommendations aligned with your goals and risk tolerance, continuously monitor your portfolio, and adjust strategies as needed.
Let our family take care of your family.
Since 1979, FamilyWealth Management Group has been dedicated to providing exceptional financial advisory services. As we follow Lincoln's Serve First philosophy, we prioritize your best interests, providing suitable solutions and strategies while building a long-term partnership based on trust, open communication, transparency, and mutual respect.
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.