Every Family Has A Story, Welcome To Ours

After working separately for many years under corporate giants like Paine Webber, Smith Barney, UBS, Wachovia, and Wells Fargo, Dan Maroney and his father, Pat wanted to start a boutique independent wealth management office from the ground up, together. They shared a vision of creating a place where advisors could provide a better experience for their clients.

A place that felt like home. A home that felt like…Family.

From this vision, Family Wealth Solutions was born. Established in 2019, our team is committed to delivering a quality investment and financial planning platform that enriches our clients’ lives, and to building a fun, collaborative, family-focused culture for our advisors that advocate for them.

We believe the future of the client/advisor relationship is migrating away from corporate influences and towards optionality and independence. At Family Wealth Solutions we offer a “turn-key” solution down that path, with a strong track record of success.

Whether you are an interested client or advisor looking for a new home, we’d love to meet with you to share more. Thanks so much for your interest in Family Wealth Solutions!

Cheers!

Dan Maroney & Pat Maroney

DAN MARONEY, CRPS®

Managing Director
Financial Advisor

PATRICK MARONEY

Managing Director
Branch Manager

KELLY MCCLOY

Sr. Registered Client Service Manager

SONIA PATEL, M.B.A.

Sr. Registered Client Associate

JILES KIRKLAND

Senior Vice President
Financial Advisor

RICHARD CROWNE

Managing Director
Financial Advisor

KELLY COGHLAN

Sr. Client Associate

WARREN BOWMAN

Investment Executive
Financial Advisor

GEORGE HOOS

Senior Vice President
Financial Advisor

STEVE ALBRITTON, M.B.A., CFP®

Senior Vice President
Financial Advisor

VANESSA QUINTAL, CFP®

Sr. Registered Client Associate