Family Wealth Group, LLC
Family Wealth Group, LLC is a Lexington, Kentucky-based investment advisory firm founded in 2007. As a registered investment adviser with the SEC, the firm specializes in holistic retirement and wealth management services, including tax planning, estate planning, and customized investment strategies. The firm employs a multidisciplinary team of advisors and support staff, serving individuals and families seeking long-term financial planning and legacy solutions.
Investment Strategy
Family Wealth Group, LLC follows a holistic, client-centric investment approach focused on retirement income planning, asset protection, and long-term wealth management. The firm designs customized strategies based on each client's retirement goals and objectives, incorporating tax-efficient investment solutions, risk management, and comprehensive estate and legacy planning alongside traditional asset management. The practice emphasizes ongoing partnership and regular reviews to ensure that client plans evolve with changing life circumstances.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.26% | $17.4M | 30,701 | $436.80 | $568.03 | +$1.5M |
S SCEC | CAPITOL SER TR | 4.56% | $6.0M | 237,264 | $25.27 | $25.27 | +$6.0M |
V VUG | VANGUARD INDEX FDS | 4.49% | $5.9M | 13,483 | $438.40 | $438.40 | +$5.9M |
I IEMG | ISHARES INC | 4.14% | $5.4M | 90,699 | $52.70 | $60.03 | +$1.3M |
I IWY | ISHARES TR | 3.11% | $4.1M | 16,576 | $175.22 | $246.51 | +$558.6K |