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