National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Michael Finer

Finer Wealth Management, Inc.

530 Loring Avenue, Suite 302

Salem, MA 01970
(978) 7401011

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.

General Information

Firm Start Year

1996

No.of Employees

5-9

CRD#

129987

Firm CRD#

129887

Name of Broker/Dealer

Schwab Institutional

Name of Custodial Firm

Schwab Institutional

States Licensed in

Massachusetts

Years of Experience in Financial Services

20

Number of Years with Current Firm

20

Work Experience

20 Years+ experience

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations, Military Veterans

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities, Annuities, Insurance, Real Estate, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, Via email, At your office, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Certificant, Master of Science, Tax

Securities Licenses

CFP

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

Compensation Methods

Based on Assets

Fee % Based on Assets

0.50%-1.0%