Michael Finer

Tel: (978) 740-1011
530 Loring Avenue, Suite 302
Salem, MA 01970

Navigating Financial Complexity

Finer Wealth Management, Inc. | Financial Advisor in Salem ,MA

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About Finer Wealth Management, Inc.

Finer Wealth Managements' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients. Finer Wealth Management, Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.

20 Years of Experience



General Information
Firm Start Year:   1996
No.of Employees:   5-9
Name of Broker/Dealer:   Schwab Institutional
Name of Custodial Firm:   Schwab Institutional
States Licensed in:   Massachusetts
Number of Years with Current Firm:   20
Work Experience:   20 Years+ experience
I work with the following types of clients:   Businesses , Non-Profit Organizations , Military Veterans , Individual Investors


Services
Investment Types:   Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Real Estate , Mutual Funds , Annuities , Stocks , Insurance , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Life
Financial Organization Memberships:   American Institute of Certified Public Accountants (AICPA)
Non-Financial Organization Memberships:   American Legion
Sons of Italy


Firm Information
Firm's Number of Clients:   81
Firm's Number of Planning Clients:   30
Firm's Number of Managed Clients:   81
Assets Managed by Firm:   Yes
Assets Managed by Advisor:   $85,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.50%-1.0%



FAQs

  • What are your qualifications? What is your education background? I am a Certified Financial Planner and a Certified Public Accountant. I have a Master of Science Degree in Taxation from Bentley College and I am a Ph.d student as well.
  • What is your approach to financial planning? Our focus is on comprehensive financial planning, and we act as personal controllers to individuals and families.
  • What services do you offer? Investment Management, Financial Planning, Tax & Family Office Services
  • Will you be the only person working with me? I will be the team lead with several individuals assisting to enhance your support and experience.
  • How are you compensated? How will I pay for your services? We are a fee only planner so we are compensated by a asset under management fee.
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Michael Finer

Michael Finer

Master of Science, CERTIFIED FINANCIAL PLANNER™ Certificant, CPA, Tax

My Services


Financial Advice & Consulting

Full service wealth management firm helping families and individuals optimize their investments, tax, financial planning and wealth objectives in a highly personalized manner.

Communities Served

Amesbury Andover
Beverly Boxford
Byfield Carlisle
Concord Danvers
Dracut Essex
Georgetown Gloucester
Hanscom Afb Haverhill
Ipswich Lawrence
Lincoln Lowell
Lynn Lynnfield
Manchester Merrimac
Middleton Newbury
Newburyport North Reading
Peabody Reading
Rockport Rowley
Salem South Hamilton
Tewksbury Topsfield
Wenham West Newbury
Wilmington Swampscott
Marblehead

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 8:30 AM - 6:00 PM

Awards & Recognitions


Five Star Professional
(12-31-2015)

Five Star Wealth Management Award Professional- 3 year Awardee

Social Networks


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