Personal Financial Planning
Unlocking your financial freedom—both now and for decades to come
Passion
We’re passionate about getting you in control of your money—making you feel more secure about your financial goals.
What makes Farber Wealth unique is not just our products, but our commitment to finding a solution customized uniquely to you.
We get that you’re different. Your financial reality, dreams, and goals are unique. We listen, we ask questions and we hear you. Our passionate and skilled team has an ear on the ground, continuously sharpening our skills and allowing us to provide you with the best solutions.
Because unlike the competition, we understand that everyone’s needs are different. Your particular financial reality, fears, hopes and dreams are yours alone. We listen before we advise. We ask questions before we provide solutions.
People
Like you, we are unique. Our team is part of a family, each one bringing their unique qualities to the table.
We encourage our team members to live and breathe our values and principles, each with their own area of expertise within our business. Our specialized advisors bring unique and independently structured solutions. We are constantly improving, learning and expanding our knowledge to keep pace with the ever-changing industry, providing better return for our clients.
Process
Our team at Farber Wealth is always available to offer peace of mind and transparency. From the advisor to the specialist, right up to the CEO, we’re all in this journey together.
Our process is focused on you and your financial goals. We listen first. Our team will help you identify your financial needs and guide you closer towards them.
We provide unbiased advice, leaving you free to choose which service is the right fit for you. We have access to the best products and provide them at the lowest costs.
We do our best to stay up to date with the latest technology, allowing us to track your goals effectively and efficiently.
An integral part of the success of reaching your financial goals includes tracking your milestones on an ongoing basis. Our team walks you through this journey, focused and passionately helping you on your way to excellence.
Individual Financial Planning
Are you ready for real financial freedom both now and for the decades to come? Our complete range of financial service offerings cover the full spectrum of requirements you need, focusing on protecting, growing, and preserving your wealth. A personalized wealth management plan with trackable goals.
Business Owner Financial Planning
Our financial planning team takes the time to understand your business and family dynamics. We’ll get clear idea on what you’re trying to accomplish and what’s important to you. We create custom solutions to the problems most business owners face, and provide guidance across all platforms—helping you achieve your long-term financial goals.
Meet your team
Our wealth management team has worked with thousands of clients across the globe, with proven success in providing results, clarity and financial confidence.
Let us do the same for you.