Faith and Family Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Faith and Family Wealth Management provides ongoing wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, and offers comprehensive financial planning that addresses retirement, estate, tax, education, insurance, and banking matters. Financial planning is integrated into the firm’s ongoing advisory relationship rather than billed as a separate service, and the firm will also provide non‑discretionary guidance on products such as variable annuities and employer‑sponsored retirement plans.
The firm follows an evidence‑based, long‑term investment approach grounded in modern portfolio theory and the efficient market hypothesis, constructing diversified portfolios primarily from low‑cost ETFs and mutual funds while occasionally using individual equities and fixed income. Portfolios are managed with discretionary authority in most cases, include periodic rebalancing and tax‑loss harvesting, and the firm acts as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code.
Noteworthy for a small, newly registered advisory firm, it offers negotiated fixed fees or customized fee arrangements as an alternative to its asset‑based schedule and expressly includes financial planning in its wealth management offering. The firm operates on a fee‑only model, does not charge performance‑based fees or participate in wrap programs, does not recommend private fund investments, and states an intention to align advice with clients’ family and religious values.
Client services
Expertise
Demographic focus
Fee options
May negotiate fixed annual fees in some situations with terms made clear before work begins.
$0 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.65% Over $2,000,000+: 0.45%
Account minimum: $250,000 Minimum fee: May require a minimum annual fee of $2,125 for wealth management services (typically $250,000 x 0.85%), which may be waived or lowered at the Firm’s discretion. Fee-only: Fee-only investment advisor; compensated directly by Clients with no commissions or third-party fees.
Main office
Marlborough MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Faith And Family Wealth Management · Faith And Family Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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