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.

“Price is what you pay. Value is what you get.”– Warren Buffett

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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