Familywealth Asset Management

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

John Mugarian is a financial advisor at FamilyWealth Asset Management with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mugarian Investment Group, LLC for 21 years and Painewebber Incorporated for over 26 years. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee, as the managing member of a private LLC. FamilyWealth Asset Management serves individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach combining passive core exposures with active and alternative strategies, delivering services through an integrated platform and Turnkey Asset Management Program.

Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management in Lake Mary, FL, holding a Series 65 credential and 18 years of industry experience. His prior roles include work at Jolliffe Capital and Brookstone Capital Management LLC. Outside of advisory services, he is also an insurance producer specializing in fixed annuity products. FamilyWealth Asset Management serves individual and institutional clients with discretionary and non-discretionary portfolio management, retirement plan consulting, and insurance product access. The firm employs a multi-asset, dynamic investment approach combining passive core exposures with active and alternative strategies through an integrated platform and turnkey asset management program.

Lu Yu is a financial advisor at FamilyWealth Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked with FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc., a non-investment-related business. FamilyWealth Asset Management advises individual investors, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm employs a multi-asset investment approach combining passive core exposures with active and alternative strategies, offering services through an integrated platform and Turnkey Asset Management Program.