Family Wealth Planning Partners
Overview
Family Wealth Planning Partners is a Louisville-based financial planning firm specializing in retirement planning and investment advisory services. They focus on helping individuals at or near retirement create comprehensive plans to grow, preserve, and transfer their wealth. Their approach emphasizes education, ensuring clients understand the reasons behind their financial decisions and investments. The firm's process involves listening to clients' values, needs, and goals, planning personalized financial strategies, implementing actionable steps, and regularly reviewing and adjusting plans to adapt to clients' changing needs. They offer services such as financial planning, retirement planning, tax management, college planning, legacy planning, and insurance. With over $313 million in assets under management, Family Wealth Planning Partners has multiple offices, including their headquarters at 9200 Shelbyville Road, Suite 103, Louisville, KY 40222. They are committed to providing personalized financial guidance to help clients achieve their financial goals and secure their financial future.
Reach Family Wealth Planning Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Family Wealth Planning Partners
What sectors does Family Wealth Planning Partners invest in?
Family Wealth Planning Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Family Wealth Planning Partners is listed as a family office in the ConnectSafely investor database.
What stage does Family Wealth Planning Partners invest at?
Family Wealth Planning Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Family Wealth Planning Partners invest in?
Family Wealth Planning Partners invests across United States.
Who are the partners at Family Wealth Planning Partners?
Team members listed for Family Wealth Planning Partners include Ivy Menchel (President).
How do I contact Family Wealth Planning Partners?
Family Wealth Planning Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
