Vetted Advisor's Table

Finer Wealth Management, Inc.

Tel: 978-740-1011
530 Loring Avenue, Suite 302
Salem, MA 01970
Finer Wealth Management, Inc. | Financial Advisor in Salem ,MA

Navigating Financial Complexity

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.

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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:   76812, CFP, Massachusetts
Number of Years with Current Firm:   20
Work Experience:   20 Years+ experience
Work with the following types of clients:   Military Veterans, Businesses, Individual Investors, Non-Profit Organizations


Investment Types:   Mutual Funds, Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Your Office, Email, Phone

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

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   250,000
Fee % Based on Assets:   0.50%-1.0%

Financial 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.


Why should I choose you as my financial advisor?

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 are your qualifications? What is your education background?

Our focus is on comprehensive financial planning, and we act as personal controllers to individuals and families.

How do you charge for your services?

Investment Management, Financial Planning, Tax & Family Office Services

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

I will be the team lead with several individuals assisting to enhance your support and experience.

How many clients do you currently manage?

We are a fee only planner so we are compensated by a asset under management fee.



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Additional Detailed Disclosures



Registered Investment Advisor:


Investment Advisor Representative:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 8:30 AM - 6:00 PM
Tue. 8:30 AM - 6:00 PM
Wed. 8:30 AM - 6:00 PM
Thu. 8:30 AM - 6:00 PM
Fri. 8:30 AM - 6:00 PM
Sat. 8:30 AM - 6:00 PM

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

Awards & Recognitions

Five Star Professional

Five Star Wealth Management Award Professional- 3 year Awardee

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