Family Wealth Consultants Information

The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years. This family-centric team focuses on helping families maximize financial resources today, and for generations to come. FWCG’s unique expertise is building portfolios that give clients more money during their retirement years, as well as helping families manage the tax and estate planning issues that are top of mind for many clients who have net worth. The Family Wealth Consulting Group is A Family of Financial Professionals Dedicated to Guiding Families Toward a Better Financial Future! The Family Wealth Consulting Group is: Peggy Martin, MSFS, ChFC, CASL Peggy has more than 30 years of experience in the financial services industry. Craig L. Martin, CFP®, CLU, ChFC, MSFS Craig has more than 30 years of experience as a financial advisor. Contact the FWCG: 408-453-2220 Visit the Healthy Wealthy Families Blog: http://www.healthywealthyfamilies.net