# Finer Wealth Management

Finer Wealth Management is a Multi Family Office based in Salem, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Salem, United States
- **Region:** North America
- **Address:** 530 Loring Avenue, Suite 302, Salem, MA 01970
- **Founded:** 1996
- **Assets under management:** 250 (Altss estimate)
- **Website:** finer.com
- **LinkedIn:** https://www.linkedin.com/company/finer-wealth-management

## Regulatory record

- **CRD number:** 129987
- **SEC file number:** 801-121773
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## Sectors

- AgriTech & FoodTech
- Real Estate
- Commodities
- Digital Assets

## Offices

- Naples, FL
- Scottsdale, AZ
- Beecher Falls, VT

## People

- Michael S. Finer — Founder and CEO
- David Henry — Director of Emerging Markets

## 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.

### 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.

## Related profiles

- [Baer Wealth Management (BWM)](https://altss.com/profile/baer-wealth-management-bwm)
- [Five Keys Capital Advisors](https://altss.com/profile/five-keys-capital-advisors)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/finer-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology