Family Wealth Group

Family Wealth Group

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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 compr

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.

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.

070726_OldFriends_FWG_V1 07/07/2026

https://vimeo.com/1207757128/9160be027f?share=copy&fl=cl&fe=ci

We are excited to share a video of all of the work our clients (and staff) helped accomplish at Old Friends Farm in Georgetown KY on one of the hottest days of the year...
Not only were we able to help these retirees of another breed, but we had a great day of fellowship and a wonderful Farm to Table dinner that night.

Family Wealth Group also matched the $1500 that our clients raised at the Silent Auction benefiting Old Friends Farm!!

Thank you to Old Friends Farm, Trindy's Cafe, Skinner Farms, Elmwood Farms, and Jordyn's Bread and Pastries.

070726_OldFriends_FWG_V1 This is "070726_OldFriends_FWG_V1" by jason epperson on Vimeo, the home for high quality videos and the people who love them.

07/05/2026
Photos from Family Wealth Group's post 07/04/2026

Family Wealth Group is excited to participate in the Independence Day festivities in both Buffalo and Hurricane, West Virginia today! If you’re in the area, and can stop by make sure to say hello.

07/04/2026

We hope you celebrate July 4th surrounded by friends and FAMILY!

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Location

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