Family Wealth Decisions Group Employee Directory

Financial ServicesNew York, United States2-10 Employees

Family Wealth Decisions Group is a small financial services practice based in Jericho, New York. The firm emphasizes a collaborative team approach aimed at creating a meaningful positive impact for clients, helping them pursue what matters, identify risks, and make informed decisions to steward their wealth. It works with clients' other advisors and participates in family meetings, collaborating with legal and tax professionals to shape the future of wealth without providing legal or tax advice. 

The organization operates within the financial services industry and adheres to the Osaic FA philosophy, 'Serve First, Last and Always', which centers on taking the steps necessary to organize clients' financial affairs and deliver personalized plans and strategies. Securities and investment advisory services are offered through Osaic FA, Inc., a FINRA/SIPC-member firm; Osaic FA is independently owned.

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