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Welcome to Family Wealth Planning Print E-mail

Family Wealth Planning LLC, is one of the premier financial planning and investment advisory firms providing independent, objective financial advice to families and individuals throughout the country.

Our clients include high income and high net worth families, business owners, professionals and entrepreneurs.

Our practice  brings together  career specialists and professionals in estate planning, wealth transfer, wealth accumulation, charitable planning and business succession.

We serve our clients by providing cutting-edge solutions, sophisticated design and creative problem solving. 

Working with leading tax advisers, innovative proprietary software and planning concepts,  Family Wealth Planning provides a comprehensive integrated approach for the individual, the family, professionals and businesses. This unique structure guarantees depth of expertise.

We invite you to contact us.

 
» Investment Planning
  Our Independent Advice
Our Team Approach
Customized Investment
Policy Statement

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» Planning
  Strategic
Comprehensive
Coordinated

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» Retirement Planning
IRAs, 401(k) Plans and other Pension Plans
» Families & Business Owners
Our Focus on Families and Business owners




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Security and Investment Advisory Services offered throughSummit Equities, Inc., Member FINRA/SIPC. and
Financial Planning Services offered throughSummit Financial Resources, Inc, 4 Campus Drive, Parsippany, NJ 07054. Tel: 973-285-3600
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