What departments does Family Wealth Group have?

Family Wealth Group has employees across 3 departments including Customer Success, Banking, Human Resources.

What is the largest department at Family Wealth Group?

The largest department at Family Wealth Group is Customer Success with 2 employees.

Where are Family Wealth Group employees located globally?

Family Wealth Group has employees across 1 continents and 1 countries including United States Of America.

How has Family Wealth Group's team size changed over time?

Family Wealth Group's team has remained stable from approximately 3 to 3 employees based on available data.

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Family Wealth Group Employee Directory

Investment ManagementKentucky, United States11-50 Employees

Family Wealth Group is a Kentucky-based investment management and financial advisory firm that focuses on retirees and individuals approaching retirement. Its services center on comprehensive planning to create customized investment, income, and estate strategies designed to help clients pursue predictable outcomes while managing risk. The firm emphasizes tax and income considerations as part of its planning process, aiming to help clients retain a larger share of their earnings rather than pursuing aggressive growth alone. Based in Lexington, the company positions itself as a team of financial and legal professionals dedicated to helping clients develop plans that align with their long-term financial goals. With a stated focus on risk-aware, goal-driven planning, the firm serves individuals and families seeking structured guidance for retirement-related financial decisions.

Family Wealth Group Global Highlights

North America
16

United States Of America
16

Family Wealth Group's Leadership

J. A.
Account Manager
Mobile Phone
Email
J. B.
Client Service Specialist
Mobile Phone
Email
M. R.
Client Services Associate
Mobile Phone
Email
R. R.
Financial Advisor
Mobile Phone
Email
T. O.
Compliance Human Resources
Mobile Phone
Email

Family Wealth Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Family Wealth Group

Name

Title

Contact Info

Location

Last Update

J. A.
Account Manager
Mobile Phone
Email
Aug 04, 2026
J. B.
Client Service Specialist
Mobile Phone
Email
Oct 20, 2025
M. R.
Client Services Associate
Mobile Phone
Email
Oct 16, 2024
R. R.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
T. O.
Compliance Human Resources
Mobile Phone
Email
Apr 25, 2024

Frequently Asked Questions

What is Family Wealth Group known for?

Family Wealth Group was founded in 2007 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-859-309-****

. Explore Family Wealth Group's company overview page for more information.

What is Family Wealth Group's most common email format?

Family Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Wealth Group email formats with LeadIQ.

How many employees does Family Wealth Group have currently?

Family Wealth Group has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Family Wealth Group's key employees and leadership?

As of July 2026, Family Wealth Group's key employees include:

Account Manager: J. A.
Client Service Specialist: J. B.
Client Services Associate: M. R.
Financial Advisor: R. R.
Compliance Human Resources: T. O.

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Family Wealth Group Employee Directory

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