Family Capital Management
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At Family Capital Management, we instill financial serenity through intentioned advice and planning; Empowering our clients to live life with significance and purpose while pursuing their passions and fulfilling dreams. Our financial planning process is designed to help our clients achieve their financial goals and live a life of purpose. Offering clients objective, individualized advice and planning, unbeholden to any brokerage firm or corporate interest.
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Family Capital Management is proud to have a team of industry experts with a shared vision to provide our clients with unsurpassed service and industry insight. Paul has been in the financial services industry since 1981, starting his own firm in 1999. As the President and Founder of Family Capital Management (FCM), Paul places great value in having built a team of experienced professionals.
The initial consultation is all about getting to know each other. You will meet with our advisors to learn more about Family capital Management and our process. Together, we will discuss and begin to map out your financial goals based upon your values, aspirations, and any challenges or concerns you may have.
Enter the ramp from Monroe Ave. Directions for accessing the offices of Family Capital Management and Strategic Stewardship Partners are on the reverse side of this map. OPTION 1: Route is entirely indoors, but requires climbing 1.5 flights of stairs -The Skywalk is located on level E of the parking ramp.
Reviews (1)
Michael Ryan
Michael Ryan
Apr 22, 2021
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Critical: Quality, Responsiveness, Value
My family invested $20,000 with this company eight years ago.Today our investment is worth about $9000 and some of it we cannot withdraw. Given the history of investments in the last eight years, this is absurd.