FAMILY FIRST WEALTH MANAGEMENT

Overview

Family First Wealth Management is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves individuals and families and positions itself as a capital allocator, blending discretionary portfolio management with financial planning and advisory work for small businesses. Its stated advisory activities include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also lists law firm activities as part of its business profile, indicating it may serve legal professionals or operate alongside a law practice. Investment preferences skew toward public equities: the firm favors exchange-traded securities as its primary allocation vehicle and uses mutual funds for supplementary exposure. Family First Wealth Management does not identify as an active ESG investor and is not registered as a multi-state adviser. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices