Family Wealth Group

Family Wealth Group Our primary focus is to provide stable, consistent income and a greater level of safety and predictability for our clients' lives.

Family Wealth Group is committed to financial advisory services for Retirees and their unique situation. We provide comprehensive planning that includes tax, fee and risk assessment to assure predictable returns with the least amount of risk. We believe that the key to successful investing is not just to "make money with your money," but rather to "Keep more of what you make." Without proper compr

ehensive planning involving taxes, fees, and risk it is inevitable that you will give back much of your gains in up markets to avoidable taxes, unnecessary fees, and losses from market downturns.

Thank you to everyone that was able to join us for the Open House at the new Family Wealth Group Education Center. We c...
06/16/2026

Thank you to everyone that was able to join us for the Open House at the new Family Wealth Group Education Center. We can't wait to see what the future holds for us!

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05/25/2026
We had a fabulous day at the Spring Festival this past Saturday in Hurricane WV...hope you did too!!
05/04/2026

We had a fabulous day at the Spring Festival this past Saturday in Hurricane WV...hope you did too!!

Wishing you a day of Peace and Renewal.Happy Easter from our Family to Yours!
04/05/2026

Wishing you a day of Peace and Renewal.
Happy Easter from our Family to Yours!

What a wonderful day Family Wealth Group had entertaining the residents of Ashton Grove in Georgetown KY!! Local elemen...
04/02/2026

What a wonderful day Family Wealth Group had entertaining the residents of Ashton Grove in Georgetown KY!! Local elementary leadership students helped with an Easter Egg Hunt and everyone had a great time with the baby animals! This event was in partnership with the Georgetown/ Scott County Chamber of Commerce and The Emerging Leaders of Georgetown.

Address

2704 Old Rosebud Road, Ste 180
Lexington, KY
40509

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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