CRD: 148015
Family Wealth Partners Concord, INC
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-24-2008
- Office Locations
- 1
Office Locations
About Family Wealth Partners Concord, INC
Family Wealth Partners Concord provides holistic financial planning and investment guidance for individuals and families, including second opinions on 401(k)/IRA accounts, retirement and college planning, and major life and career transitions. The firm emphasizes goal tracking and decision support to improve financial clarity and confidence, and equips clients with a personalized online planning portal (eMoney) to map and monitor progress.
Team overview
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Client Personas
Investment Themes
Platform
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Technology
Owner & Executives
KEITH ERIC LAIBSON
Owner
- CRD
- #2653793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LEO EDWARD THERIAULT
Business Developement & Financial Advisor, Investment Advisor, Manager of TuitionFocus-College Planning Service
- CRD
- #6298636
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,048,164 | -- |
| Total | $39,048,164 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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