What Clients Say

“We started out with specific plans for our wealth and our family’s future, but we needed a plan to manage the financial side of things. From day one, the Family Wealth Counsel Advisory Group made our goals the top priority and showed us exactly how we were going to achieve them.”
- Judy (Client since 1992)

“I call the team whenever something major happens in the family or in my business because I know they can help me with anything that could impact my financial circumstance. They provide me with counsel on my investments, taxes, estate planning, insurance requirements and business transition planning.”
- Michael (Client since 2004)

“For my family, the Family Wealth Counsel Advisory Group has had to plan for and adapt to just about every significant event in every life stage from retirement, to the sale of a business to transferring intergenerational wealth. I have complete confidence and trust in their abilities because they’ve been able to create our wealth and protect our wealth.”
- Henry and Paula (Clients since 1993)