The Family Wealth Difference
Philosophy | Mission | Qualifications | Services
Comprehensive Wealth Management
We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
We believe prudent planning is the way to achieve financial success. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Family Wealth Goal Driven Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel more confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
We can help you execute a sound financial program utilizing the following products and services:
Comprehensive Portfolio Evaluation
Fee-based Investment Management
Stocks, Bonds & Mutual Funds
Insurance and Annuity Services
Social Security Optimization
Long Term Care Insurance
Asset Protection Planning
Each of our representatives has extensive personal and professional experience.
Investment Advisor Representatives of CIRA and Registered Representatives of Cambridge Investment Research, Inc. hold various professional certifications, designations, registrations, and licenses, including, but not limited to, CERTIFIED FINANCIAL PLANNER™ professional (W. Ryan Zenk), Certified Estate Planner, Registered Financial Consultant, life, health, and disability licenses, and Series 7, 6, 24, 63 and 65 registrations.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our knowledge to help you pursue your financial goals.
Listed below are links to web sites that may be of interest to you.
NetXInvestor Client Login – Access Your Pershing Brokerage or Managed Accounts
CIRStatements.com – Log In to view your investment account holdings & performance
Please note: The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving www.familywealthadvisors.com and assume total responsibility and risk for your use of the sites to which you are linking.