Family Wealth Advisory Group, LLC

Family Wealth Advisory Group, LLC® is a fee-only financial planning and investment management firm established in March 2002 by Robert J Grossheim. The firm specializes in providing personalized wealth management, financial planning, and investment management services to individuals, high net worth individuals, trusts, and estates. They offer tailored relationships where clients can impose restrictions on investing in certain securities. The firm provides wealth management services, financial planning only services, and investment supervisory services. They do not sell commissioned products and do not act as a custodian of client assets. Clients have the option for discretionary investment advice, and the firm primarily uses strategic asset allocation with a core and satellite approach for investment strategies. FWAG does not impose investment minimums, and fees are based on a percentage of assets under management or fixed minimum fees. The firm's advisors hold certifications such as CFP®, CLU®, and FINRA Series exams. The firm's owner, Robert J Grossheim, and advisors Benjamin A. Linser and Benjamin R. Grossheim, have extensive educational backgrounds and experience in the financial industry. The firm has a Business Continuity Plan in place to mitigate risks, and they maintain strict information security and privacy measures. Clients receive regular reports and account statements, and the firm does not receive commissions or share capital gains. FWAG's investment philosophy focuses on managing risks associated with various investment programs.