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Family Wealth Management

Family Wealth Management Email Formats

Financial ServicesFlag of USWinfield, Kansas, United States1-10 Employees

Key Contact at Family Wealth Management

Flag of US

Eric Brenchley

First Vice President

Company overview

Headquarters106 W. 9th Ave., Winfield, Kansas 67156, US
Phone number+13168690221
Website
NAICS52
SIC736
Keywords
Annuities, Life Insurance, Mutual Funds, Iras, Estate & Legacy Planning, Social Security Analysis, Budgeting & Cash Flow, 529 Education Plans, Brokerage Accounts (General Securities), Gifting To Charities, Long-Term Care Needs, Retirement Rollovers & Income, Trust & Endowment Accounts
Founded1994
Employees1-10
Socials

About Family Wealth Management

Established in 1994, Family Wealth Management's multi-generational team of advisors boasts over 62 years of combined industry experience. Our unwavering commitment to our clients truly sets us apart. When you make the decision to partner with our firm, we will go above and beyond to assure your absolute confidence in every piece of advice we give, and product we suggest. After each meeting and conversation, we will follow-up with you to ensure your questions are answered and your concerns are addressed. We work to uphold a fiduciary standard meaning you can invest with confidence when you invest with Family Wealth Management. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.family-wealth.net. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Union State Bank and Family Wealth Management, LLC are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Family Wealth Management, LLC, and may also be employees of Union State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Union State Bank or Family Wealth Management, LLC. Securities and insurance offered through LPL or its affiliates are: |Not Insured by FDIC or Any Government Agency| |Not Bank Guaranteed| |Not Bank Deposits or Obligations| |May Lose Value|

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Family Wealth Management has never raised funding before.

Family Wealth Management Tech Stack

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Cloudflare Bot Management

Cloudflare Bot Management

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Google Maps

Maps

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jQuery Migrate

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Cloudflare

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jQuery

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FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

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Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Hosted Libraries

Google Hosted Libraries

CDN

Frequently asked questions

Family Wealth Management is located in Winfield, Kansas, US.
You can reach Family Wealth Management at +13168690221.
Family Wealth Management was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Family Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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