Providers & Families Wealth Management

Overview

Providers & Families Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families and acts as a capital allocator on behalf of its clients. It charges fees through a mix of percentage-of-AUM arrangements plus hourly, subscription, fixed-fee and other billing methods. In addition to advisory work, the firm engages in insurance brokerage and other financial product sales. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices