FIRST FAMILY WEALTH

Overview

First Family Wealth is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, positioning itself as a capital allocator for client portfolios. Its pricing combines percentage-of-assets and fixed-fee arrangements. First Family Wealth is not described as an active ESG investor and its regulatory footprint is limited (it is not a multistate adviser or pension consultant).

Assets & Accounts

Investments & Alternatives