Family Wealth Management

No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Family wealth management.

Wealth management is a broad term used to encapsulate the consultative services that equate to the enhancement of a person s financial circumstances. Wealth management is important in setting up your financial future and includes retirement planning. An easier concept to. Investing involves risk including the potential loss of principal.

Wealth investment strategies span from conservative cash investments to aggressive growth. Investment advisory services offered through family wealth management llc fwm an investment advisor registered with the states of tn and co. He is the ceo of family wealth management and creator of the wealthcare process designed to simplify and coordinate the financial affairs of his clientele of pre retirees retirees widows and small business owners. Familywealth management group llc is not an affiliate of lincoln financial advisors corp.

We use a holistic approach that includes wealth planning investing and financial management solutions. Wealth family planning. Kevin metzler is the chief financial advisor founder and president of family wealth group llc. Unless otherwise identified registered associates on this website are registered representatives of lincoln financial advisors corp.

Can family wealth workshops bring generations together. The landmark book that changed the way exceptional families think about their heritage their wealth and their legacy to future generations now revised and expanded every family looking at the next generation hopes to confer advantages that are more than just material and financial to inculcate character and leadership to inspire creativity and enterprise to help all family members find. Securities offered through lincoln financial advisors corp a broker dealer member sipc. He s won the women s choice award for financial advisors and firms.

Family offices are full service private wealth management services that serve just one or a small number of ultra high net worth families. Family wealth legacy contributes a unique and skillful blend of technology leadership and investing to discover high value and high appreciation alternative investments. Kevin metzler ceo founder and president. He leads a team of advisors that offers fee based investment advisory services through fwg investments llc a kentucky registered investment advisor through ae wealth management llc on the institutional fidelity investment platform.

Jack markwalter chairman and chief executive of cibc atlantic trust private wealth management is betting on it with the firm s next.