Family Wealth Group

Family Wealth Group Our primary focus is to provide stable, consistent income and a greater level of safety and predictability for our clients' lives.

Family Wealth Group is committed to financial advisory services for Retirees and their unique situation. We provide comprehensive planning that includes tax, fee and risk assessment to assure predictable returns with the least amount of risk. We believe that the key to successful investing is not just to "make money with your money," but rather to "Keep more of what you make." Without proper compr

ehensive planning involving taxes, fees, and risk it is inevitable that you will give back much of your gains in up markets to avoidable taxes, unnecessary fees, and losses from market downturns.

07/31/2026

Thank you to everyone who donated school supplies for the Georgetown/ Scott County Back to School Bash! All of the supplies were delivered today and are set up for the Giveaway on Saturday, August 8th!
We appreciate each and every one of you.

Thank you to everyone that dropped off school supplies for the kids in Georgetown. Family Wealth Group rounded off the ...
07/20/2026

Thank you to everyone that dropped off school supplies for the kids in Georgetown. Family Wealth Group rounded off the donation today with a quick trip to a local store. There will be lots of kids (and teachers) in Georgetown starting the school year off right.

https://vimeo.com/1207757128/9160be027f?share=copy&fl=cl&fe=ciWe are excited to share a video of all of the work our cli...
07/07/2026

https://vimeo.com/1207757128/9160be027f?share=copy&fl=cl&fe=ci

We are excited to share a video of all of the work our clients (and staff) helped accomplish at Old Friends Farm in Georgetown KY on one of the hottest days of the year...
Not only were we able to help these retirees of another breed, but we had a great day of fellowship and a wonderful Farm to Table dinner that night.

Family Wealth Group also matched the $1500 that our clients raised at the Silent Auction benefiting Old Friends Farm!!

Thank you to Old Friends Farm, Trindy's Cafe, Skinner Farms, Elmwood Farms, and Jordyn's Bread and Pastries.

This is "070726_OldFriends_FWG_V1" by jason epperson on Vimeo, the home for high quality videos and the people who love them.

07/05/2026
Family Wealth Group is excited to participate in the Independence Day festivities in both Buffalo and Hurricane, West V...
07/04/2026

Family Wealth Group is excited to participate in the Independence Day festivities in both Buffalo and Hurricane, West Virginia today! If you’re in the area, and can stop by make sure to say hello.

We hope you celebrate July 4th surrounded by friends and FAMILY!
07/04/2026

We hope you celebrate July 4th surrounded by friends and FAMILY!

07/03/2026

All Family Wealth Group offices will be closed on Friday, July 3rd in observance of Independence Day!!
Offices will reopen at 9am on Monday, July 6th at 9am.

Thank you.

Address

2704 Old Rosebud Road, Ste 180
Lexington, KY
40509

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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