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The Family Wealth Advisory Group, LLC is a fee-only financial advisory organization on a mission to continually assist our clients in identifying, utilizing and transferring their families traditions, wealth and values among current and future generations.
Family Wealth Advisory Group was conceived upon the premise that after accumulating various types of wealth, clients want to work with qualified professionals focused on assisting them in determining the best means to transition this wealth into a meaningful retirement while not sacrificing the family traditions and values they have worked so hard to instill. We are focused on the financial planning needs of our clients prior to, during and after these transitions and rely upon a chosen group of independent professionals to provide a comprehensive array of advisory services to our clients. As a group, we bring a pro-active, coordinated financial advisory package to our clients who tend to be process-oriented people who appreciate an educational advisory experience that combines a logical, customized numeric plan with the emotional aspects of their personal goals, objectives and history. We are experienced at assisting you in determining how and when various financial resources can and will be utilized to fund these goals and objectives.
At Family Wealth Advisory Group (FWAG), we don’t work with clients, we work with families. Our families value not just planning their own financial growth for retirement, but positioning the fruits of their labor and life experiences so that their children and grandchildren are left a legacy: a legacy of their values and possibly even money. At the same time, they want to safeguard the lifestyle and comfort of their parents in their twilight years.
Family Wealth Advisory Group is an Ohio Corporation registered as an Investment Adviser with the Securities and Exchange Commission, located in Washington, D.C. Information regarding Family Wealth Advisory Group and its filing with the SEC can be viewed through the Investment Advisor Public Disclosure website, located at: www.adviserinfo.sec.gov/