Finer Wealth Management, Inc.

Finer Wealth Management, Inc. (CRD# 129987) is a financial advisory firm headquartered in Salem, MA. They manage $166,301,535 in 572 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $290,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MA, NH, TX, VT

Financial Advisors at Finer Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary M. Coon
CRD#: 6018133
530 Loring Avenue, Suite 302, Salem, MA 01970

Gary Coon (CRD# 6018133) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has over 12 years of experience in the finance industry.

2
Michael S. Finer
CRD#: 2657455
530 Loring Ave, Suite 302, Salem, MA 01970

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.

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