Individual Investors

The team at FamilyWealthTM Advisers is committed to helping you find financial success.  Robots cannot do what a human adviser can but we can leverage the technology to become more efficient and pass the savings to you. We are fiduciaries, which means we do what we believe is right for you. While our technology constantly works to grow your money, our human advisers are here to answer your questions—anytime, anywhere.

FamilyWealthTM provides comprehensive wealth management services for individuals and families, and provides unparalleled service and support to help you reach your retirement and investing goals. With our platform, you have access to virtually any investment vehicle in the world and a customized solution is provided to fit any unique needs you may have.

From individuals just starting out in their careers to high net worth families, FamilyWealthTM Advisers can provide the assurance and guidance you need to successfully navigate the financial landscape.

Our platform offers an efficient way for investors with less than $100,000 to start out while still having access to tools and services usually only available for larger investors. And when your assets are over $500,000, you will be assigned a FamilyWealthTM adviser who will provide support and assistance at no extra cost.