We strive to build successful, long-term client relationships based on trust, open communication,
and integrity. We educate our clients to make the best use of their financial assets, real estate
holdings and estate plans in order to retire successfully. We treat each client individually,
since every client has a unique set of circumstances. We tailor our financial advice to match
their goals and be as prepared as possible for life changes such as illness, losing a spouse, an
inheritance, and preparing for retirement.
If you've already experienced a major life event, such as a loss of a spouse--we specialize in
helping you through that difficult process. We have an empathetic, confident, knowledgeable
support team to successfully navigate this slippery slope. We have created a widow's support
group to learn how to support one another and move on to lead fulfilled & happier lives.
Our clients are like extended family and we want to treat them as such. We hold semi-monthly
educational & client appreciation events, such as ID Theft, Long-term Care, Social Security,
Medicare, Trusts vs. Wills, Cyber Security and then entertainment with Trivia Nights, Spa events,
High Tea, Cooking & Baking classes and many, many more.
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1815888/paladinregistry-Family-Wealth-Advisors,-LLC-detailed-disclosure.html
Securities offered through registered representatives of Cambridge Investment Research, Inc. a Broker Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Family Wealth Advisors, LLC are not affiliated.