Family First Wealth Management, LLC 2560 Hauser Ross Drive, Sycamore, IL 60178
About the Business
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Family First Wealth Management, LLC is a finance institution located at 2560 Hauser Ross Drive, Sycamore, Illinois, United States. Our core mission is to prioritize your family's financial well-being, offering services such as Tax Planning, Trust Review, Retirement and Investment Management. Led by Colonel Barry Federici, a retired veteran of the United States Marine Corps, our team is dedicated to providing the highest level of service for our clients and their families.
We understand that your family is your greatest investment, which is why we take a comprehensive approach to developing personalized financial plans for each client family. From creating a family mission statement to implementing evidence-based investment strategies, we strive to have a positive and lasting impact on you and your family for generations to come.
At Family First Wealth Management, we believe in educating and advising each individual family member to make sound financial decisions. As fiduciaries, we always put your best interests first and operate on a fee-based only model, ensuring transparency in our approach and compensation.
Our investment philosophy is grounded in decades of academic research and modern portfolio theory, allowing us to grow capital wisely and efficiently to help families preserve, protect, and transfer wealth. We work with a network of professionals and experts to provide holistic financial solutions tailored to your family's goals and unique financial situation.
If you are seeking a trusted partner to guide you in creating a legacy for your family, we invite you to request a complimentary consultation with Family First Wealth Management today. We only work with select clients and their families, ensuring personalized attention and a long-term approach to achieving your financial goals.
Photos
Location & Phone number
2560 Hauser Ross Dr STE 400, Sycamore, IL 60178, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Audit & Consulting
- Business Succession Planning
- College Savings Plan Management
- Comprehensive Financial Planning
- Customized Financial Portfolios
- Estate Planning Review
- Estate Tax Planning Strategies
- Family Business Succession Planning
- Family Financial Planning
- Family Mission Statement Development
- Family Office Wealth Management
- Fiduciary Investment Advice
- Fiduciary Standard Of Care
- Financial Wellness Coaching
- Generation-Specific Wealth Preservation
- Holistic Family Financial Solutions
- Investment Diversification Techniques
- Investment Market Volatility Mitigation
- Investment Portfolio Optimization
- Investment Research And Analysis
- Investment Risk Management
- Legacy Wealth Transfer
- Long-Term Care Planning
- Military Pension Benefits Guidance
- Military Retirement Benefits Guidance
- Military Veteran Financial Advisor
- Personalized Wealth Management
- Philanthropic Estate Planning
- Retirement Income Planning
- Retirement Investment Strategies
- Tax Planning Services
- Tax-Efficient Investment
- Trust Review Services
- Wealth Protection Strategies
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