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FAMILY FIRST WEALTH MANAGEMENT
Family First Wealth Management provides comprehensive family planning and evidenced-based investment strategies, developing a family mission statement and...
Overview
Family First Wealth Management provides comprehensive family planning and evidenced-based investment strategies, developing a family mission statement and unique financial plan for each client family, including professional financial counseling for all family members. The firm focuses on planning for the whole family to help achieve financial security for future generations. As fiduciaries, they use a disciplined, fee-based approach grounded in Modern Portfolio Theory and academic research.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Sycamore
Corporate office
United States
Principals
Colonel Barry Federici
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