Family Wealth Strategies Revenue

Financial Services • Prospect, Kentucky, United States • 1-10 Employees

Family Wealth Strategies revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Family Wealth Strategies

Kaleigh Visk

Marketing Director

Tim Riney

Owner And Financial Advisor

Christy Ferrell

Marketing Director

Company overview

Headquarters	5940 Timber Ridge Dr, Suite 102, Prospect, Kentucky 40059, US
Website	myfws.com
NAICS	52
Keywords	Wills, Estate Planning, Medicare, Investment Planning, Healthcare Planning, Income Planning
Employees	1-10

Family Wealth Strategies Email Formats

Family Wealth Strategies uses 2 email formats. The most common is {first name} (e.g., john@myfws.com), used 57.1% of the time.

Format	Example	Percentage
{first name}	john@myfws.com	57.1%
{first initial}	j@myfws.com	42.9%

About Family Wealth Strategies

WE ARE FAMILY WEALTH STRATEGIES As an independent financial services firm, we help individuals design customized retirement strategies using a blend of investment and insurance solutions. Our goal is to provide stable income, greater confidence, and the clarity needed to enjoy the retirement you’ve always envisioned. OUR MISSION We specialize in comprehensive financial planning tailored to the unique needs of retirees. By focusing on tax efficiency, fee reduction, and risk management, we aim to deliver more predictable returns with less exposure to unnecessary loss. Our philosophy is simple: it’s not just about growing your wealth—it’s about keeping more of what you’ve earned.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

Family Wealth Strategies has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Family Wealth Strategies has never raised funding before.

Family Wealth Strategies Tech Stack

Discover the technologies and tools that power Family Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Gravity Forms

Form builders

Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Frequently asked questions

Family Wealth Strategies is located in Prospect, Kentucky, US.

Family Wealth Strategies generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Family Wealth Strategies has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Family Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Family Wealth Strategies

Kaleigh Visk

Marketing Director

Tim Riney

Owner And Financial Advisor

Christy Ferrell

Marketing Director

4.8

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