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    Family Wealth Consulting Group

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    Description

    • The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years. This family-centric team focuses on helping families maximize financial resources today, and for generations to come. FWCGs unique expertise is building portfolios that give clients more money during their retirement years, as well as helping families manage the tax and estate planning issues that are top of mind for many clients who have net worth.The Family Wealth Consulting Group is A Family of Financial Professionals Dedicated to Guiding Families Toward a Better Financial Future!The Family Wealth Consulting Group is:Peggy Martin, MSFS, ChFC, CASL Peggy has more than 30 years of experience in the financial services industry.Craig L. Martin, CFP®, CLU, ChFC, MSFS Craig has more than 30 years of experience as a financial advisor.Contact the FWCG: 408-453-2220Visit the Healthy Wealthy Families Blog: http://www.healthywealthyfamilies.net
    • location

      Headquarters:10 South Almaden Boulevard Suite 1250, San Jose, California, United States

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    • Family Wealth Consulting Group phone

      Phone Number: +1 408-453-2220

    • Family Wealth Consulting Group website

      Website: https://www.fwcg.net

    • Family Wealth Consulting Group employees

      Employees:5

    • Family Wealth Consulting Group revenue

      Revenue:$0 - 1M

    • Family Wealth Consulting Group legal name

      Legal Name:Family Wealth Consulting Group

    • Family Wealth Consulting Group's Social Media

      Family Wealth Consulting Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner for Family Wealth Consulting Group

    Craig Martin

    Owner

    Person level website visitor identification

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    View Employees

    Craig Martin

    Owner

    JenéE Tonelli

    Director Of Human Resources

    Steve Solomon

    Wealth Manager

    Frequently Asked Questions regarding Family Wealth Consulting Group

    • Where are Family Wealth Consulting Group's Headquarters?

      Family Wealth Consulting Group's Headquarters are in 10 South Almaden Boulevard Suite 1250,San Jose,California,United States

    • What is Family Wealth Consulting Group's phone number?

      Family Wealth Consulting Group's phone number is +1 408-453-2220

    • What is Family Wealth Consulting Group's official website?

      Family Wealth Consulting Group's official website is https://www.fwcg.net

    • What is Family Wealth Consulting Group's Revenue?

      Family Wealth Consulting Group's revenue is $0 - 1M

    • What is Family Wealth Consulting Group's NAICS code?

      Family Wealth Consulting Group's NAICS code is 523930

    • How many employees are working in Family Wealth Consulting Group

      Family Wealth Consulting Group has 5 employees

    • What is Family Wealth Consulting Group's Industry?

      Family Wealth Consulting Group is in the industry of Financial Services

    • Who is Family Wealth Consulting Group's Owner?

      Family Wealth Consulting Group's Owner is Craig Martin

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