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Famiglia Wealth

EST. AUM
$100,000,000

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Firm Details

Metro area Detroit
CRD Number
Website famigliawealth.net
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Overview

With their long wirehouse history spanning from Paine Webber to UBS to Morgan Stanley, Jason Geisz, Bob Alati, and Beth Silver took their team, based in Troy, Michigan, independent in 2021. Jason is a CERTIFIED FINANCIAL PLANNER™ and earned the designations of Family Wealth Advisor and Certified Exit Planning Advisor.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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