Family Wealth Group

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Family Wealth Group Our primary focus is to provide stable, consistent income and a greater level of safety and predictability for our clients' lives.

Family Wealth Group is committed to financial advisory services for Retirees and their unique situation. We provide comprehensive planning that includes tax, fee and risk assessment to assure predictable returns with the least amount of risk. We believe that the key to successful investing is not just to "make money with your money," but rather to "Keep more of what you make." Without proper comprehensive planning involving taxes, fees, and risk it is inevitable that you will give back much of your gains in up markets to avoidable taxes, unnecessary fees, and losses from market downturns.

Thank you to everyone who came out to the Valley Park Fright Night last Thursday, October 22nd in Hurricane, WV. It was...
10/26/2026

Thank you to everyone who came out to the Valley Park Fright Night last Thursday, October 22nd in Hurricane, WV. It was soo much fun seeing all of the costumes! We hope you had as much fun as we did!

Scooby Doo, Shaggy, Fred, Daphne...and the gang!

Donald Bentley, Sydney Millay, and Coleman Whitmill were on hand at Metals Depot in Wi******er KY recently to discuss Re...
10/26/2026

Donald Bentley, Sydney Millay, and Coleman Whitmill were on hand at Metals Depot in Wi******er KY recently to discuss Retirement Planning and 401K contributions with the employees.
Of course they brought lunch with them too...

Congratulations to the winner of a Signed UK Basketball!!

Thank you to Forcht Bank for including Family Wealth Group in the "Haunted Hamburg" event. The Sanderson Sisters loved ...
10/26/2026

Thank you to Forcht Bank for including Family Wealth Group in the "Haunted Hamburg" event. The Sanderson Sisters loved coming to Lexington to hand out treats to all of the Trick or Treaters!!

Thank you to everyone who was able to attend the first Family Wealth Group shooting event. We hope you left with the sa...
10/26/2026

Thank you to everyone who was able to attend the first Family Wealth Group shooting event. We hope you left with the same sense of Pride and Patriotism we did after spending the day with these incredible people.

Thank you to all of our Veteran's. We appreciate your service and sacrifice!

Family Wealth Group's own Sydney Millay presented to the Women's Leadership Summit in Buffalo WV.Need a speaker for your...
10/26/2026

Family Wealth Group's own Sydney Millay presented to the Women's Leadership Summit in Buffalo WV.
Need a speaker for your group? We can help.

We are extremely grateful for the opportunity to speak to the 4T classes in Scott County and teach future generations ab...
10/26/2026

We are extremely grateful for the opportunity to speak to the 4T classes in Scott County and teach future generations about finances and the importance of starting to plan sooner than later! What an awesome program...

Want to learn more: https://4tacademy.com/kentucky/

We Will Never Forget
09/11/2026

We Will Never Forget

As a reminder, all Family Wealth Group offices will be closed on Monday, September 7th, 2026 in Observance of Labor Day....
09/07/2026

As a reminder, all Family Wealth Group offices will be closed on Monday, September 7th, 2026 in Observance of Labor Day.
All offices will reopen at 9am on Tuesday, September 6th.
Thank you.

07/31/2026

Thank you to everyone who donated school supplies for the Georgetown/ Scott County Back to School Bash! All of the supplies were delivered today and are set up for the Giveaway on Saturday, August 8th!
We appreciate each and every one of you.

Thank you to everyone that dropped off school supplies for the kids in Georgetown. Family Wealth Group rounded off the ...
07/20/2026

Thank you to everyone that dropped off school supplies for the kids in Georgetown. Family Wealth Group rounded off the donation today with a quick trip to a local store. There will be lots of kids (and teachers) in Georgetown starting the school year off right.

Address

2704 Old Rosebud Road, Ste 180
Lexington, KY
40509

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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