Featured Business Financial Advisor in Salem, MA
Salem Financial Advisors
Finer Wealth Management, Inc.
530 Loring Avenue, Suite 302
Salem, MA 01970
“Navigating Financial Complexity”
Advisor Profile
Michael Finer
Name:  Michael Finer

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

States Licensed in:    Massachusetts
Firm CRD#:    129887
CRD#:    129987
Number of Years with Current Firm:    20
Years of Experience in Financial Services:    20
Name of Custodial Firm:    Schwab Institutional
Name of Broker/Dealer:    Schwab Institutional
I work with the following types of clients:    Military Veterans, Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    20 Years+ experience
Gender:    Male
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
 

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

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    250,000
Fee % Based on Assets:    0.50%-1.0%
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 
 
 
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