Family Office

At Finer Wealth Management, our commitment to your long-term financial success is based on the philosophy of the Family Office that originally created by John D. Rockefeller. Drawing from Mr. Finer’s experience working in a Family Office, we have adopted this approach to provide the same breadth of services to our clients. We view each of our relationships in the context of a long-term process that evolves over time.

Whatever your financial objectives may be, let Finer Wealth Management help you reach your goals by providing you with such services as:

  • A second opinion on current financial planning and investments
  • Advice on employee stock options
  • Analysis of insurance needs
  • Asset and investment management
  • Budgeting and cash-flow planning
  • College funding strategies
  • Estate planning
  • Long-range and life-style planning
  • Lump-sum distribution advice
  • Retirement planning strategies

“It is wise to keep in mind that neither success nor failure is ever final.” – Roger Babson

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