At Family Wealth Group, we make a commitment to the families we serve:  to help them find financial peace of mind, no matter what is happening in the world around us.


Tackle your Taxes with Confidence

There’s a saying that goes “What you don’t know can’t hurt you”. But when it comes to preparing your tax return, the opposite is true.

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  • Rob listens to & answers all of my questions, making sure I fully understand. He has always been thorough, professional, genuine and friendly. I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any of my friends or colleagues. I know they will be in safe hands.

    - Nicole C.
  • Above all, I trust Rob and believe that's the most importance quality in an investment firm. My opinions and thoughts are treated with respect and I've never once felt dumb asking a question I didn't understand. I feel like I've built a dependable and reliable investment connection full of trust and mutual respect.

    - K. Hall