Featured Business Financial Advisor in Salem, MA
Salem Financial Advisors
Finer Wealth Management, Inc.
530 Loring Avenue, Suite 302
Salem, MA 01970
(978) 740-1011
“Navigating Financial Complexity”
Advisor Profile
Michael Finer
Name:  Michael Finer
Phone Number:  (978) 740-1011
Website:  Visit Website

About Finer Wealth Management, Inc.

Finer Wealth Managements' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients. Finer Wealth Management, Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.
 

General Information

Gender:    Male
CRD#:    129987
Firm CRD#:    129887
Name of Broker/Dealer:    Schwab Institutional
Name of Custodial Firm:    Schwab Institutional
States Licensed in:    Massachusetts
States Willing to do Business in:    Amesbury,Andover,Beverly,Boxford,Byfield,Carlisle,Concord,Danvers,Dracut,Essex,Georgetown,Gloucester,Hanscom Afb,Haverhill,Ipswich,Lawrence,Lincoln,Lowell,Lynn,Lynnfield,Manchester,Merrimac,Middleton,Newbury,Newburyport,North Reading,Peabody,Reading,Rockport,Rowley,Salem,South Hamilton,Tewksbury,Topsfield,Wenham,West Newbury,Wilmington,Swampscott, Marblehead
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    20
Work Experience:    20 Years+ experience
I work with the following types of clients:    Businesses, Non-Profit Organizations, Military Veterans, Individual Investors
 

Education

Academic Background
 
Ph.D. (candidate) - Capella University
MS, Taxation - Bentley College
Graduate of the Naval War College
Marine Corps Command and Staff College
BS, Accounting and Economics - Babson College (1987)
 

Services

Investment Types:    Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Mutual Funds, Annuities, Stocks, Insurance, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Master of Science, Tax
Securities Licenses:    CFP
Insurance and Annuity Licenses:    Life
Financial Organization Memberships:    American Institute of Certified Public Accountants (AICPA)
Non-Financial Organization Memberships:    American Legion Sons of Italy
 

Firm Information

Firm's Number of Clients:    81
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    81
Assets Managed by Firm:    Yes
Assets Managed by Advisor:    $85,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    250,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    0.50%-1.0%
 
 
 
Prepared By: Michael Finer
 
 
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