530 Loring Avenue Suite 302 Salem, MA 01970

978-740-1011
michael.finer@finer.com
Client Center

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

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

Investment

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

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Insurance

Insurance

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

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Lifestyle

Lifestyle

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

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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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DO YOU HAVE ANY QUESTIONS?

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