530 Loring Avenue
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
Taxable vs. Tax-Deferred Savings
It Was the Best of Times, It Was the Worst of Times
What Is My Risk Tolerance?