Finer Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$293,515,033
Clients
213
Advisors
3
across 2 offices
About
Finer Wealth Management provides financial planning, consulting, investment management and comprehensive wealth management services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. As of December 31, 2025 the firm reported approximately $305.8 million in discretionary assets under management across roughly 213 client relationships and offers both stand‑alone planning and discretionary portfolio management.
The firm uses a mix of analytical methods — including fundamental, technical, charting and cyclical analysis — and allocates across a wide range of instruments such as equities, fixed income, mutual funds and ETFs, options, short sales, REITs, MLPs and interests in real estate and oil and gas partnerships. Finer Wealth Management tailors portfolios to clients’ stated risk tolerances and time horizons, accepts both long‑term and short‑term strategies (including option writing and trading), and monitors accounts on a continuous basis while allowing clients to impose reasonable restrictions.
Notable disclosures in the brochure include an affiliation with Finer Financial & Tax Inc., a related certified public accounting/family office, and the firm’s acknowledgement that it may recommend that affiliate for accounting or tax services — a relationship the brochure identifies as a potential conflict of interest due to common ownership. The firm also discloses paid lead‑generation and referral arrangements (naming networks such as WiserAdvisor, SmartAsset and Facebook) and describes receipt of economic and support benefits from custodians (e.g., Schwab), factors it notes could influence how it markets services and selects service providers.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services ranging from $500 to $10,000 (negotiable)
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Certain supervised persons offer securities insurance products on a commission basis, separate from advisory fees
Account minimum: $500,000 Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $10,000 (negotiable)
Main office
See office530 Loring Avenue, Suite 302
Salem MA 01970
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Massachusetts · New Hampshire · Pennsylvania · Texas · Vermont
Also doing business as
Finer Wealth Management, Inc. · Finer Weatlh Management · Major League Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Gina G
Series 65
Boulder, CO
Finer Wealth Management, Inc.
Gina Gentilini is a financial advisor at Finer Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, she managed chiropractic and wellness services for 15 years and has been involved with 429 Bridge St Investments, LLC since 2007. Finer Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and offers tailored portfolios that include both long-term and short-term strategies across multiple asset classes.
Gary C
Series 65
Salem, MA
Finer Wealth Management, Inc.
Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.
Michael F
CFP®
Salem, MA
Finer Wealth Management, Inc.
Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management, managing approximately $249.7 million in assets for about 244 clients.
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