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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Find Your Perfect Fit

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