First Family Wealth

First Family Wealth is a state-registered investment adviser that provides discretionary portfolio management, project and ongoing financial planning, and retirement‑plan consulting to individuals, high‑net‑worth clients, and charitable organizations. The firm reports approximately $87.8 million in discretionary assets under management and assists clients with implementation, ongoing supervision of individually allocated portfolios, and selection of third‑party managers when appropriate.

The adviser tailors recommendations to each client’s profile and risk tolerance, collecting suitability data at engagement and applying a mix of modern portfolio theory, fundamental, technical and cyclical analysis to construct diversified allocations across stocks, bonds, mutual funds, ETFs and select alternative investments. First Family Wealth also conducts annual reviews of outside managers, permits reasonable client‑imposed investment restrictions, and provides retirement‑plan consulting that can include employee benefits and Medicare guidance as part of its investment management relationships.

Notable differences from many peers include operating as a very small practice led by the principal owner while overseeing nearly $88 million in assets, and the firm’s disclosure that it uses endorsements and client testimonials in its advertising. The brochure also notes several operational distinctions—such as charging project and ongoing planning fees with detailed fee schedules and not providing separate written account reports to advisory clients—that may be uncommon among supported firms.