11/14/2021
It is with great excitement that Robert Alati, Jason M. Geisz, CFP®, Beth Silver, and Adam Biswanger, CFA, CFP® announce the launch of Famiglia Wealth, our new independent wealth management firm. Famiglia is our commitment to help highly successful people address and solve their biggest financial concerns. Our independence empowers us to provide the enhanced level of service our clients deserve, with the complete freedom and flexibility to leverage an open architecture, non-proprietary platform, enabling us to source solutions from an essentially unlimited range of best-in-class resource partners. With a heritage that dates back 60 years, we are a trusted team of experienced wealth advisory professionals. We look forward to sharing more about Famiglia Wealth and invite you to visit our website (https://famigliawealth.net) to learn more about our values as a relationship-based firm, as well as our areas of specialization, such as family wealth planning and liquidity event planning.
Famiglia Wealth
40900 Woodward Ave, Suite 302
Bloomfield Hills, MI 48304
www.famigliawealth.net
[email protected]
(248) 341-0600
Robert Alati
Managing Director & Founder
[email protected]
(248) 341-0591
Jason M. Geisz, CFP®
CEO & Founder
[email protected]
(248) 341-0592
Beth Silver
Managing Director & Founder
[email protected]
(248) 341-0593
Adam Biswanger, CFP®, CFA®
Wealth Advisor
[email protected]
(248) 341-0594
With a heritage that dates back 60 years, Famiglia Wealth is an independent wealth management firm focused on helping successful individuals and families simplify…
