Family Wealth Management Two Greentree Centre Category: Financial Advisory Services
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More Contacts Of Family Wealth Management
http://www.facebook.com/martin.higginscfp (Facebook)
http://twitter.com/MartinVHiggins (Twitter)
Company representatives
Phone: 856-988-7722
Email: moc.yrosivdahtlaewylimaf@ytram
Kenneth Cappelli, Vice President
Phone: 856-988-7722
Email: moc.yrosivdahtlaewylimaf@nek
Martin Higgins, owner
About Family Wealth Management
We specialize in providing tax-efficient strategies for preserving and growing family wealth through all market cycles.
Family Wealth Management Business Beliefs
We Believe Listening to and Understanding Clients' Needs are the Cornerstone of Every Great Financial Advisory Relationship
We Believe in Being an Advocate for Our Client's Goals and Dreams
We Believe Wealth Should Not be Invested until a Written Financial Plan is Implemented
We Believe Managing Risk is More Important than Managing Returns
We Believe "Buy and Hold" is a Posture Not a Strategy
We Believe Investor Behavior is the Primary Driver of Investor Return
We Believe Information Does Not Create Knowledge or Wisdom
We Believe Client Education is Our Obligation
Products and Services
- Fee based financial planning
- Life Insurance
- 401k and 457 Pension Plan Due Diligence
- Long Term Care Insurance
- Wealth Management
Opening Hours
We are open Monday thru Friday. Evening appointments are available by appointment.
Business categories
- Financial Services
- Personal Financial Services
Location Type
Headquarters
Revenue
$1,500,000 - $1,750,000
Employees
5 to 9
Years In Business
48
Additional information
Discover The Top Eight Reasons Why More Clients Choose South Jersey Financial Advisor Marty Higgins http://www.familywealthadvisory.com/financial-advisor-marty-higgins/
Rating
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