We've Expanded to Naples, Florida!

We're excited to announce that we have opened a new office in Naples, FL ! We look forward to providing personalized investment services and tax planning and support for our snowbirds and full-time Florida clients and families considering a state change.

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Providing Financial Direction

Preparing now is the first step to enjoying time with your family and friends. Speak with one of our team members to plan for tomorrow.

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Don't get stuck at the bottom.

Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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WELCOME TO FINER WEALTH MANAGEMENT

We’ve all been there. It can be tough working your way to the top. Every one of our team members has experienced the professional treadmill and chosen a path that actually leads to a destination. At Finer Wealth Management we know how to disrupt the status quo and want to help you do the same.

It's your life, you should live it the way you want. Our team believes that knowledge leads to independence. Together we’ll leverage your goals with smart financial advice to ensure you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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We’re here for you!

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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DO YOU HAVE ANY QUESTIONS?

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