Finer Wealth Management is a wealth management firm based in Salem, Massachusetts. Established in 1996, the firm's financial objectives include investment advice, investment management, income tax services, tax planning, bill paying, cash flow management, family office services, financial planning, business planning, debt restructuring, and financial restructuring. It provides services to individual family members, families, businesses, entrepreneurs, military personnel, and media personalities. At Finer Wealth Management, our objective is to provide proactive investment advice to individual family members, families, businesses, entrepreneurs, military personnel, and media personalities. After performing a thorough data gathering process, we analyze your current tax position, investment allocation, risk tolerance, cash flow needs, wealth transfer profile and philanthropic goals. Finer Wealth Management will then recommend a financial strategy catered to your needs and goals, designed to meet your long-term objectives. At Finer Wealth Management, our commitment to your long-term financial success is based on the philosophy of the family office that originally created by John D. Rockefeller. Drawing from Mr. Finer's experience working in a family office, we have adopted this approach to provide the same breadth of services to our clients. We view each of our relationships in the context of a long-term process that evolves over time.
Public regulatory records matched to Finer Wealth Management from SEC and IRS filings.
Public filings matched to Finer Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Finer Wealth Management is a wealth manager based in Salem, United States, managing approximately $210M in assets.
Finer Wealth Management is headquartered in Salem, United States.
Finer Wealth Management manages approximately $210M in assets under management.
Finer Wealth Management was founded in 1996.
Finer Wealth Management focuses on Sports, Media & Entertainment.
Verified contact details, key decision-makers, and investment preferences for Finer Wealth Management are available on LPbacked. Create a free account to access them.