North GA Wealth Management Group

Family Wealth Management Group is an independent financial life planning and wealth management firm dedicated to helping families across the country achieve their financial goals. We specialize in fee-based financial planning and offer asset management services through WCG Wealth Advisors, LLC. We are committed to providing personalized financial strategies that cater to the unique needs and objectives of our clients. Our focus is on building long-lasting relationships, clarifying financial options, and simplifying the process of investing.

Our Services

At Family Wealth Management Group, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Life Planning: We provide guidance to help our clients understand and define their financial goals. We listen carefully to their challenges, aspirations, and concerns to create customized strategies that reflect their values and lifestyle.

• Wealth Management: Our comprehensive wealth management process is designed to determine the optimal approach to managing our clients' assets. We consider various factors, such as risk tolerance, investment horizon, and financial goals, to create a tailored investment strategy that meets their needs.

• Advocacy: We offer special insight and perspective to help those in the LGBTQ community pursue their financial objectives and success. Our advocacy services include education, guidance, and support to ensure that our clients' financial needs are met.

• Inclusion, Diversity, Belonging, Equity, and Accessibility: We are committed to promoting positive change in the world. We care deeply about these values and strive to ensure that our clients feel respected, welcomed, and included in every interaction with us.

Our Team

Our team consists of experienced professionals who are dedicated to providing personalized financial solutions. We believe that diversity, equity, and inclusion are essential to delivering exceptional service, and we are committed to building a team that reflects these values. Our team members have diverse backgrounds, experiences, and perspectives, which enable us to provide comprehensive and innovative financial strategies.

Our Approach

At Family Wealth Management Group, we believe that financial planning is about more than just investing. It's about understanding our clients' needs, goals, and values and creating a plan that reflects them. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives, including retirement planning, estate planning, tax strategy, and lifestyle considerations.

We are committed to building long-term relationships with our clients, and we strive to provide ongoing support and guidance as their financial needs evolve. We believe that clear communication, transparency, and accountability are essential to building trust and delivering exceptional service.

Our Commitment to Community

At Family Wealth Management Group, we are committed to giving back to our community. We are proud to support a variety of organizations and causes that reflect our values, including LGBTQ advocacy, women's empowerment, and entrepreneurship. We believe that supporting our community is essential to building a strong and vibrant future for everyone.