Investments

At Finer Wealth Management, our objective is to provide proactive investment advice to individual family members, families, businesses, entrepreneurs, military personnel, and media personalities. After performing a thorough data gathering process, we analyze your current tax position, investment allocation, risk tolerance, cash flow needs, wealth transfer profile and philanthropic goals. Finer Wealth Management will then recommend a financial strategy catered to your needs and goals, designed to meet your long-term objectives.


“In the short term, the market is a popularity contest. In the long term, the market is a weighing machine.” – Warren Buffett

<p>Taxable vs. Tax-Deferred Savings</p>

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
<p>It Was the Best of Times, It Was the Worst of Times</p>

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
<p>What Is My Risk Tolerance?</p>

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Find Your Perfect Fit

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