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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest horizon
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Finer Wealth Management, Inc.
Finer Financial & Tax, Inc. is a Salem, MA tax and financial planning firm serving business owners, executives, and independent professionals with integrated tax compliance and planning, financial planning, and insurance planning. Through its affiliated investment advisor (Finer Wealth Management), it also provides investment advisory portfolios often implemented with ETFs and public funds, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL SCOTT FINER
Chief Executive Officer, Chief Investment Officer, Financial Professional, President
- CRD
- #2657455
- Ownership
- 75% or more
STEPHEN GEORGE ANASTOS
--
- CRD
- --
- Ownership
- 10% but less than 25%
Delta unison
Harbor value optima
- CRD
- #93357
- Ownership
- 45.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,764,188 | $393,519 |
| Non-Discretionary | $0 | -- |
| Total | $305,764,188 | $393,519 |
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Separately Managed Accounts
Total SMA Asset: $305,764,188
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,667,336 | 33.9% |
| Public Funds | $1,533,778,579 | 40.6% |
| U.S. Government/Agency | $963,333,837 | 25.5% |
| Total | $3,777,779,752 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY VALUE | VALUE MERIDIAN | XD4QPR7OB | TZRST | 7.03% | $116,550,753 |
| CAPITAL BEACON | FUSION TIMBER | WI2LY3OFY | ESGO | 7.99% | $100,352,873 |
| FRONTIER VALUE | SIGNAL FUSION | M5DYLABJ0 | LTJA | 7.61% | $60,612,927 |
| MOMENTUM FUSION RADIAL | ELEMENT MOMENTUM | FAEQK1CHR | DWQPS | 2.34% | $66,621,717 |
| FUSION FUSION | PIONEER OAK | WGZOLMUFQ | XQHW | 7.39% | $68,735,603 |
| MOMENTUM PEAK | CATALYST PATHWAY | PXSW4GKBL | GWIDM | 0.67% | $103,727,950 |
| GLACIER RIDGE | PIONEER PEAK | 4IXU92WXZ | OHTP | 4.84% | $107,107,544 |
| GLACIER HARBOR | PATHWAY VITAL | D5GAL8YPK | IWV | 2.60% | $78,549,464 |