What We Do
Finer Wealth Management takes pride in sustaining personal, long-term client relationships based on trust and confidence. Through our Finer Family Office™ services model, we can assist you with the full range of “Personal CFO” services as one integrative package.
Our services at Finer Wealth Management include, but are not limited to:
- Bookkeeping/Bill-Paying
- Financial Reporting
- Tax Preparation
- Tax Planning
- Investment Advisory
- Financial Planning
- Business Advisor
- Life Insurance Planning
- Trust & Estate Planning
- College Funding Strategies
- Intergenerational Wealth Transfer
- Philanthropic Planning
- Business Succession
We at Finer Wealth Management are here to assist you in all aspects of wealth management, financial planning, tax planning and tax preparation. Contact us today to see how we can assist you.
