Family Wealth Management, LLC
Owner / LPL Financial Program Manager
At Family Wealth Management, LLC, we strive to treat every client like a member of our own family. Our processes and strategies are designed to help us understand and honor your values and goals. We believe that the better we understand who you are and what you want, the better we’re able to help you work towards your goals and pursue financial confidence.
Our wealth management process starts with a Values and Goals Interview designed to help us understand what’s most important about money to you, and to help you think through some important issues and set priorities.
Then we review your financial information and prepare a Balance Sheet and Cash Flow Summary, so we can confirm our understanding of both you AND your money. When you’re sure that we “get it”, we’ll help you design and implement the strategies that strive to give you the best chance of bridging the gaps from where you are today to where you want to be. In that process, we can also provide you access to your own secure, personalized financial website, so both you and we can track your progress on a daily basis. Then we follow up with regularly scheduled meetings to make sure that everything’s working as planned, and we help you make adjustments to your plan if things change.
No matter where you are in life – just starting a family or enjoying your retirement – you have goals and dreams. That’s why at Family Wealth Management, LLC, we take a holistic, family-centered approach to investment and financial planning. Your financial strategies and decisions should serve you, your purpose in life, your core values, and your family. We help you plan your financial future in a comprehensive and integrated way, so that you and your family may enjoy financial confidence.
Michael (Mike) Harvey
LPL Financial Program Manager
Founder and Managing Member
Family Wealth Management, L.L.C.