Family Wealth Group

  • Financial Services
  • Lexington KY
  • 14 employees
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Company Overview

Headquarters
2704 Old Rosebud Road, Suite 180, Lexington KY
Website
thefamilywealthgroup.com
Employees
14
Industry
Financial Services
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Financials & Stats

Revenue

$5B

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Who is Family Wealth Group

Family Wealth Group is a company based in Lexington, Kentucky, with 14 employees. They generate $5 million in annual revenue. The company provides financial services aimed at helping individuals and families plan for retirement. They focus on strategies to ensure clients accumulate and preserve wealth for their future. Family Wealth Group emphasizes the principle that financial success is measured not only by income but also by the amount retained. They believe in helping clients make informed decisions to achieve their long-term financial goals. To learn more about Family Wealth Group and their services, visit their website at thefamilywealthgroup.com.

Family Wealth Group Industry Tags

Tax Planning
Income Planning
Risk Analysis
Retirement Planning
Estate Planning
Wealth Management
Wealth Accumulation
Asset Protection
Long Term Care Protection
IRA Legacy Planning
Trusts
Life Insurance
Probate
Charitable Giving Strategies
IRA & 401(k) Rollovers
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Companies Similar to Family Wealth Group

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Company Name Revenue Number of Employees Location Founded in
5M 10 Dallas, TX
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5M 25 Hartford, CT 1993
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FAQ

What is the location of Family Wealth Group's headquarters?
The headquarters of Family Wealth Group are situated at 2704 Old Rosebud Road, Suite 180, Lexington KY
What is Family Wealth Group's official website?
The official website of Family Wealth Group can be found at thefamilywealthgroup.com.
What is Family Wealth Group's current revenue?
As of February 2020, Family Wealth Group's annual revenue reached $5B.
How many employees does Family Wealth Group currently have?
Family Wealth Group employs approximately 14+ people as of February 2020
Which industries is Family Wealth Group primarily operating in?
Family Wealth Group operates in the following industries: Credit, Finance
What are Family Wealth Group's industry tags?
Family Wealth Group's industry tags include: Tax Planning, Income Planning, Risk Analysis

Employee Directory

Key Employees

Matt Lockett

Financial Advisor

Phone Email

Karen Wantland

Director Of Marketing

Phone Email

Sebastian Alberts

CSS

Phone Email

Jennifer Maggard

Central Kentucky Marketing and Events

Phone Email