Family Wealth Management, LLC

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Family Wealth Management, LLC Retirement Income Planning &
Investment Management Services. Are my investments working hard enough? What’s the best approach for college savings?

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, www.finra.com, www.sipc.com. Insurance products are offered through LPL or its licensed affiliates. Union State Bank and Family Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Family Wealth Management, and may also be employees of Union State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Union State Bank or Family Wealth Management. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been re viewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.family-wealth.net.

We will be closed Monday, October 12th, enjoy the long weekend!
10/09/2026

We will be closed Monday, October 12th, enjoy the long weekend!

We were proud to be one of the sponsors of Art in the Park in Winfield this past weekend! 🎨🌳It was great to see so many ...
10/05/2026

We were proud to be one of the sponsors of Art in the Park in Winfield this past weekend! 🎨🌳

It was great to see so many people from our community come out to enjoy the event. The weather turned out beautiful, and we hope everyone had a wonderful time!

We’re always grateful for the opportunity to support local events like this and be a small part of bringing our community together. 💙 Winfield Arts & Humanities Council

We're excited to be a sponsor of this weekend's production and to support the amazing talent in our community. If you're...
09/28/2026

We're excited to be a sponsor of this weekend's production and to support the amazing talent in our community. If you're looking for something fun to do this weekend, go check it out! Break a leg to the cast a crew!

💙💚 Happy Walnut Valley Festival weekend! 🎶 We’re proud to be part of the Winfield community and hope everyone has a fun,...
09/16/2026

💙💚 Happy Walnut Valley Festival weekend! 🎶 We’re proud to be part of the Winfield community and hope everyone has a fun, memorable, and safe weekend! Enjoy the music, the festivities, and everything the festival has to offer! 🎻🪕

On this September 11th, we pause to remember the lives lost, the heroes who stepped forward, and the families and commun...
09/11/2026

On this September 11th, we pause to remember the lives lost, the heroes who stepped forward, and the families and communities forever impacted. May we always remember the courage, compassion, and unity that followed. 🇺🇸❤️🤍💙

We are closed today, September 7th, 2026. We hope everyone has a safe and rejuvinating Labor Day, you deserve it!
09/07/2026

We are closed today, September 7th, 2026. We hope everyone has a safe and rejuvinating Labor Day, you deserve it!

Our office will be closed Monday, September 7th in observance of Labor Day!
09/01/2026

Our office will be closed Monday, September 7th in observance of Labor Day!

Best of luck to all the college students this year, we're cheering you on!
08/24/2026

Best of luck to all the college students this year, we're cheering you on!

This new sign is the finishing touch to a recent interior remodel that provides an additional private office, as we cont...
08/15/2026

This new sign is the finishing touch to a recent interior remodel that provides an additional private office, as we continue to grow our professional practice. Thanks to Lighthouse Construction, Cornerstone Construction, Cardinal Sign Co.

Wishing all students, teachers, and families a safe, successful, and exciting school year! Make it a great one! 🍎📓🎒
08/11/2026

Wishing all students, teachers, and families a safe, successful, and exciting school year! Make it a great one! 🍎📓🎒

Address

106 W 9th Avenue
Winfield, KS
67156

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+16202212853

Website

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