Family Wealth Planning, Llc

Description

• At Family Wealth Planning, we are focused in developing meaningful relationships with our clients by providing personalized wealth management solutions, service that exceeds expectations, and financial peace of mind.We focus on bringing families, business owners, and executives the highest attention to detail and premier service. Our success stems from early recognition of the need to provide a comprehensive, coordinated range of financial advisiory services delivered in a strategically focused mannerWe find that most professionals have done some planning and have people in place, but have done what we like to call Piece-meal planning. This is done by implementing chunks of planning over a number of years over a series of relationships. This causes tax inefficiencies and red flags that we can usually help draw a blue-print for over a short phone call or brief meeting.In addition, Family Wealth Planning is affiliated with one of the Largest Independent Financial Planning and Wealth Management Firms in the U.S., Summit Financial Resources, Inc, a privately owned firm that has an in-house team of dedicated experts (CPA's, Estate Tax Attorneys, Benefit Consultants, and CFA's). They provide us with intellectual capital in order to provide the best comprehensive financial solutions for our clientFeatured in NJ Monthly Magazine and Suit Magazine in 2012 & 2013We currently work with with various financial institutions such as:Axonic CapitalAmerican ExpressBank of AmericaBarclays CapitalBBVACBS Credit AgricoleDeutsche BankLazardMizuhoRBC Capital MarketsSociete Generale TD SecuritiesUBS
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  Headquarters:4 Campus Drive , Parsippany, New Jersey, United States

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  Phone Number: +1 973-285-4506

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  Website: https://www.sfrfamily.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Family Wealth Planning, Llc

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• |  NAICS Code: 523930  |

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