We are Ralph, Michaele, and Drew. Welcome to our team at Family Wealth Management Group! We all come from families who owned small businesses. Therefore, we thoroughly enjoy working with business owners and their families as well as individuals close to retirement, widows, and divorcees. Our clients share their gratefulness for the peace of mind that comes from knowing that both they, and their loved ones, will be well cared for.
Robert E. Appel, J.D., LL.M, M.B.A.
Second Vice-President of National Design/Advanced Planning Attorney
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.