Family Wealth Consulting Group Email Format

Financial ServicesCalifornia, United States2-10 Employees

Family Wealth Consulting Group is a financial planning firm located in San Jose, California, serving Silicon Valley for more than 35 years. It concentrates on helping families maximize their financial resources today and for generations, including designing retirement portfolios and addressing tax and estate planning concerns for clients who have net worth.

The firm is family-owned and operated, with a team-focused structure that centers on helping families plan for present needs and future financial stability. Peggy Martin, MSFS, ChFC, CASL, and Craig L. Martin, CFP, CLU, ChFC, MSFS, lead the practice, each bringing more than 30 years of experience in financial services. The office is located at 10 South Almaden Boulevard Suite 1250, San Jose, CA 95113.

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