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Family Wealth Group Management, LLC

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Family Wealth Group Management, LLC

Overview:

FamilyWealth Management Group, LLC, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

Our overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always".

Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

We are affiliated with Lincoln Financial Advisors Corp., a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE:LNC)and its affiliates - a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Advisors provides depth, stability and significant resources to our advisors and clients.

With FamilyWealth Management Group, LLC, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.
We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp.(LFA). The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. We are an elite group of planners within LFA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele.

The Resource Group™ empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques.

Over 120 members strong, Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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