Lake Mary, FL Office

FamilyWealth Asset Management advises both individual investors — including high‑net‑worth clients — and institutional clients such as corporate pension and profit‑sharing plans, trusts, foundations, endowments, corporations and small businesses. The firm provides discretionary and non‑discretionary portfolio management, retirement plan consulting (including ERISA fiduciary services), and access to insurance products through affiliated insurance channels.

The firm describes a multi‑asset, dynamic investment approach that blends passive core exposures with higher‑conviction active and alternative sleeves to manage absolute risk and pursue excess return. Services are delivered through the FamilyWealth platform and a Turnkey Asset Management Program (TAMP) offering model portfolios, third‑party strategists, UMA/UMHA and SMA options, with advisor tooling, private‑labeled quarterly performance reporting and additional asset‑based platform fees shared with an affiliated adviser.

Distinctive features noted in the brochure include the integrated platform/TAMP structure and formal affiliation with a related registered investment adviser that operates the models, meaning clients who use those models are served by both entities — a structure that is less common among similar team firms. The brochure also discloses a January 2026 settled SEC matter concerning the firm’s client advisory agreement, with updated agreement language and a monetary settlement, a matter prospective clients may wish to review.