Family Wealth Advisors, LLC is a comprehensive financial services firm with offices in Scottsdale, Arizona, and Wisconsin. The firm offers a range of services including financial planning, retirement advising, wealth management, estate planning, insurance, Medicare guidance, and Social Security optimization. Their team comprises professionals with diverse backgrounds in financial, legal, and tax planning, holding credentials such as Certified Estate Planner and Registered Financial Consultant .

While primarily focused on fee-based wealth management, Family Wealth Advisors also provides traditional brokerage services, mutual funds, life and long-term care insurance, and fixed income investments. They cater to individuals and business owners, emphasizing prudent planning as a pathway to financial success .