Finer Wealth Management, Inc.
Finer Wealth Management, Inc. (CRD# 129987) is a financial advisory firm headquartered in Salem, MA. They manage $64,231,618 in 303 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts303ACCOUNTS
Average Account Value$211,986
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Gary Coon (CRD# 6018133) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has over 6 years of experience in the finance industry.
Michael Finer (CRD# 2657455) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has 1 year of experience in the finance industry. Michael Finer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.