Family Wealth Strategies

06/03/2026

✨ Team Member Spotlight: Lisa ✨

This month, we're shining the spotlight on Lisa, our amazing Client Experience Coordinator!

From welcoming visitors with a smile to helping coordinate client visits, Lisa brings warmth, kindness, and care to every interaction. Her friendly personality and attention to detail help ensure our clients always feel comfortable, valued, and right at home.

We're grateful for all she does to create the exceptional experience our clients have come to expect at Family Wealth Strategies.

💙 Thank you, Lisa, for all you do!

05/22/2026

In observance of Memorial Day, our office will be closed on Monday, May 25th as we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

We are incredibly grateful for those who have served and continue to serve. Wishing everyone a safe and meaningful holiday weekend with family and friends.

From all of us at Family Wealth Strategies ❤️

05/18/2026

05/18/2026

What a wonderful afternoon at our Spring Client Appreciation Event at the Louisville Bats Game! ⚾️☀️

From the perfect weather, to the great food, fun giveaways, and so many smiling faces, Sunday was such a special reminder of why we love what we do. We’re incredibly grateful for each and every client who took time out of their weekend to join us and spend the afternoon together.

One of the best parts was getting everyone in one place — seeing our clients, their families, and our team connecting, laughing, and making memories together. Events like these truly reflect what we mean when we say, “Here, you’re family.”

We’re excited to share some of our favorite photos from the day and relive all the fun. Thank you again for being part of the Family Wealth Strategies family! 💙

05/07/2026

Retirement today looks a lot different than it did even a few years ago — and with so much constantly changing, getting clarity in a laid-back, no-pressure setting has never been more important.

Know someone who would benefit from this session? Tag them below!

502-749-1439

01/07/2026

🌟 Team Spotlight: Adam McDermont, Financial Advisor! 🌟

When it comes to helping individuals and families feel confident about their financial future, Adam is your guy. As a dedicated and results-driven financial advisor, he’s known for his strategic mindset, personalized approach, and ability to turn complex financial topics into clear, actionable plans. From retirement planning to investment strategies and risk management, Adam works closely with clients to build financial plans that truly align with their goals—no jargon overload required.

Outside the office, Adam is just as goal-oriented. You’ll often find him traveling to check golf courses off his bucket list, enjoying the great outdoors, or giving back to the community by volunteering with Habitat for Humanity.

Whether he’s helping clients plan for the future or lining up the perfect putt, Adam brings focus, passion, and a whole lot of heart to everything he does. ⛳🌍💙

Check out more of our team on our website: https://myfws.com/team/