FamilyWealth Asset Management

James Mayer is a Series 65-licensed financial advisor with five years of industry experience. He is currently with FamilyWealth Asset Management and has previously worked at Voya Financial. Mayer is also president of Freedom America Retirement Services of New England, an insurance agency offering fixed insurance products. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, and institutional clients. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a platform-centric structure that includes proprietary technology and model portfolio implementation.

John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.

Wilbert Oakley is a financial advisor at FamilyWealth with 18 years of industry experience. He holds a Series 65 credential and has worked at firms including Jolliffe Capital and Brookstone Capital Management LLC. Outside of advisory services, he spends significant time as an insurance producer specializing in fixed indexed annuities and life insurance. FamilyWealth Advisers, LLC serves individual and institutional clients with investment advisory and wealth management services. The firm employs a multi-asset approach combining passive, active, and alternative strategies, managing assets primarily on a non-discretionary basis and offering integrated portfolio management and financial planning solutions.

Lu Yu is a financial advisor at FamilyWealth Asset Management with seven years of industry experience. He holds a Series 65 designation and has worked at FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc. FamilyWealth Asset Management serves a diverse client base, including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach combining passive, active, and alternative strategies, supported by a proprietary platform that facilitates portfolio management and client services.