Every Family Has A Story, Welcome To Ours

Family Wealth Solutions started back in 2019, when my father Pat and I set out to build a better, more comfortable financial-planning experience for clients. After years of working at brand-name firms like Paine Webber, Smith Barney, UBS, Wachovia, and Wells Fargo, we wanted to offer the same high-quality services without any of the fuss — a place that felt less like a business and more like a home.

From day one, the bedrock of Family Wealth Solutions has been an interpersonal approach to planning and investing. Not only do we help individuals and families

gain clarity and confidence around their financial futures, but we also make the process approachable and digestible for everyone we work with.

The deeper foundation of our work comes from Pat’s legacy. He lived his life in

service to others, always putting people first and leaving a lasting impact on everyone he met. His philosophy — that everything we do is about you — continues to define how we operate today.

Our vision is to help clients make memories and achieve financial abundance through our collaborative approach to planning and to create a firm where advisors

can truly put clients first, without getting tangled in layers of corporate red tape. We are proud to be a sought-after destination for advisors who want more freedom, more collaboration, and a team that genuinely has their back. Our clients feel the embrace of that spirit as well.

We look forward to welcoming you into our story.

Dan Maroney