What departments does Family Wealth Management, Inc. have?

Family Wealth Management, Inc. has employees across 1 departments including Operations.

What is the largest department at Family Wealth Management, Inc.?

The largest department at Family Wealth Management, Inc. is Operations with 1 employees.

Where are Family Wealth Management, Inc. employees located globally?

Family Wealth Management, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Family Wealth Management, Inc.'s team size changed over time?

Family Wealth Management, Inc.'s team has remained stable from approximately 1 to 1 employees based on available data.

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Family Wealth Management, Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Family Wealth Management, Inc. operates in the financial services field as a fee-only firm offering financial planning, tax planning, and investment advisory services. It serves individuals and families in Western New England with independent, objective guidance designed to support informed financial decisions. The firm is based in Holyoke, Massachusetts, and its professionals hold either CPAs with Personal Financial Specialist accreditation or Certified Financial Planner credentials, bringing cross-trained expertise in tax, personal finance, and investments. 

Its service model ranges from hourly consultations to comprehensive wealth-management engagements, reflecting a range of client needs. The objective is to help clients take prudent steps to protect and enhance their family's financial security through unbiased, client-focused advice.

Family Wealth Management, Inc. Global Highlights

North America
4

United States Of America
4

Family Wealth Management, Inc.'s Leadership

J. H.
Director Of Client Services
Mobile Phone
Email
H. A.
Operations And Client Service Associate
Mobile Phone
Email
J. B.
Principal, Wealth Manager And Personal Finance Specialist
Mobile Phone
Email

Family Wealth Management, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Family Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. H.
Director Of Client Services
Mobile Phone
Email
United StatesKansas
Oct 16, 2024
H. A.
Operations And Client Service Associate
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. B.
Principal, Wealth Manager And Personal Finance Specialist
Mobile Phone
Email
UNITED STATES
Apr 07, 2023

Frequently Asked Questions

What is Family Wealth Management, Inc. known for?

Family Wealth Management, Inc. operates in the Financial Services industry. The company's main headquarters is located in 330 Whitney Avenue Suite 750 Holyoke, Massachusetts 01040 United States. Explore Family Wealth Management, Inc.'s company overview page for more information.

What is Family Wealth Management, Inc.'s most common email format?

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

How many employees does Family Wealth Management, Inc. have currently?

Family Wealth Management, Inc. has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Family Wealth Management, Inc.'s key employees and leadership?

As of June 2026, Family Wealth Management, Inc.'s key employees include:

Director Of Client Services: J. H.
Operations And Client Service Associate: H. A.
Principal, Wealth Manager And Personal Finance Specialist: J. B.

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Family Wealth Management, Inc. Employee Directory

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