Finer Wealth Management

Overview

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.