Difference

Famiglia Wealth is an independent, employee-owned business, dedicated to our clients and community. We are not subject to the corporate agenda of a public company that places shareholders’ interests ahead of clients’ interests.

As fiduciaries, we place your best interest above all other priorities. Our success is fully aligned with your success.

Our independence allows us to be truly objective with the advice we provide and recommendations we offer.

To help you with the entire financial life of you and your family, we look at all your assets and liabilities, and work closely with your accountant and estate attorney, to deliver a truly robust financial plan.

Responsiveness is our highest priority as we strive to cater to all your financial needs and requests, with open and frequent communications. Our clients are confident in our reliability.

Our relationships are built on trust and integrity, and we stand behind our word, each of our recommendations, and every one of our actions taken on behalf of your account.

We have a very systematic approach to managing our internal procedures that benefits our clients with a streamlined efficiency that creates clarity, transparency and understanding. There is no mystery to how we help manage your wealth.

With decades of experience advising business owners, we are well-positioned to help clients with liquidity events, including matters of succession, taxation, estate planning, as well as making referrals to investment bankers.