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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"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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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>RE: Retirement</p>

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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