Family Wealth Advisors, LLC

Family Wealth Advisors, LLC offers comprehensive wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal, and tax planning.  Our team of advisors has credentials as CPAs and attorneys.  While predominantly focused on fee based wealth management, Family Wealth Advisors also offers traditional services such as insurance and fixed investments.

We have offices in Scottsdale, Arizona, Johnson Creek, Wisconsin, Grayslake, Illinois., and a new relationship with Unison Bank in Mesa and Queen Creek, Arizona.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

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