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

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Find Your Perfect Fit

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