Updated:
Finer Wealth Management
Michael Finer started the firm after a career in accounting and tax advisory that created the capital base for multigenerational client work.
Finer Wealth Management
Michael Finer started the firm after a career in accounting and tax advisory that created the capital base for multigenerational client work. The firm provides investment management, tax planning and estate services to families and entrepreneurs, with an operating subsidiary, Finer Financial & Tax, Inc., fully owned by the same principals. The firm allocates across real estate, commodities, digital assets and public equities. Confirmed holdings include positions in Grayscale Bitcoin Trust, Grayscale Bitcoin Mini Trust and iShares Silver Trust. Public equity filings show top holdings in Apple, Microsoft, NVIDIA, Eli Lilly, Alphabet, Amazon, Meta, JPMorgan Chase, Caterpillar and Walmart. Geographic reach centers on North America with additional offices serving clients in Florida, Arizona and Vermont. The firm employs no disclosed headcount figure. Michael Finer previously served as a trustee at Salem State University and holds board roles at the Bobby Nichols Charity Foundation and Our Generation Speaks. David Henry joined from Carruth Management. No operational events dated within the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
1996
Location
Region
North America
Country
United States
City
Salem
Corporate office
530 Loring Avenue, Suite 302, Salem, MA 01970
Additional offices
Naples, FL · Scottsdale, AZ · Beecher Falls, VT
Principals
Michael S. Finer
Founder and CEO
David Henry
Director of Emerging Markets
Sector focus
Frequently asked questions
Who runs investment decisions at Finer Wealth Management?
Michael S. Finer serves as founder and CEO. David Henry acts as Director of Emerging Markets after prior service as CIO at Carruth Management.
Does Finer Wealth Management participate in fund commitments or only direct deals?
The firm maintains allocations to public equities, digital asset trusts and commodities alongside real estate holdings. No fund commitment activity is disclosed in available records.
Where does the underlying wealth come from?
Founder Michael Finer built the initial capital base through his accounting, taxation and investment advisory practice before establishing the multi-family office in 1996.
What investment stages does Finer Wealth Management typically target?
The firm focuses on goals-based portfolio oversight for existing affluent families rather than early-stage venture deployment. Ticket sizes range from $0.211 million to $2.126 million according to internal records.
How is Finer Wealth Management related to Finer Financial & Tax, Inc.?
Finer Financial & Tax, Inc. operates as a 100 percent owned subsidiary providing accounting and tax services integrated with the family office platform.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: