Integrated Family Wealth Services

Personalized Financial & Investment Guidance
for Every Stage of Life

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Fiduciary Wealth Management, Tailored to Your Life

Whether you’re building your financial foundation, planning for retirement, enjoying your later years, or preparing a legacy, Finivi’s Family Wealth Services adapt to your evolving needs. With Finivi, you gain a team of professionals working on your behalf, all coordinated through a single, central point of contact. We seamlessly integrate every aspect of your financial life to deliver a comprehensive strategy shaped around what matters most to you.

What Would You Like Help With?

We offer both in-person and virtual planning services including on-demand financial and investment advice depending on your specific planning needs and personal preferences.

Complimentary Initial Consultation

Before engaging our services we offer a complimentary, no obligation initial consultation where we can chat about your current financial situation, your financial goals and what might be keeping you up at night. We will give you our honest feedback regarding our ability to help you achieve your objectives and address the financial challenges you may be experiencing.
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Insights

Benefit from the collective wisdom of our financial professionals on investment management, financial, estate, and retirement planning, and other important financial topics.

A Guide to Real Estate Investment Trusts (REITs) for Physicians and High-Income Investors in 2025

As a high-income professional—especially for physicians, senior executives, and business owners balancing demanding careers and complex financial lives—finding tactical, reliable investments is a top priority. With the prospect of the Federal Reserve easing its policy stance, real estate investment trusts (REITs) are regaining the spotlight among sophisticated investors seeking to boost income, hedge against inflation, […]

AI Agents Explained: Real-Life Impact and Investment Trends

AI agents are rapidly becoming one of the most transformative forces in society, fundamentally changing how we live, work, and invest. Emerging as autonomous, adaptive systems capable of interpreting intent, reasoning independently, and taking multi-step actions, AI agents are shifting the landscape across daily life, industries, and new investment themes. From automating routine tasks to […]

2025 Tax Reform: What the One Big Beautiful Bill Act Means for You

On July 4, 2025, a landmark piece of legislation titled the “One Big Beautiful Bill Act” was signed into law, ushering in a sweeping transformation of the U.S. tax code. This historic act not only solidifies many of the popular but temporary provisions of the 2017 Tax Cuts and Jobs Act (TCJA), but also introduces […]

How to Apply for Social Security in 2025: A Step-by-Step Guide

Applying for Social Security is a key milestone in your retirement journey. To help reduce stress and make the process more manageable, we’ve broken it down into straightforward steps. This guide covers eligibility, timing, required paperwork, and the application process, enabling you to move forward with confidence. 1. Check Your Eligibility Before you apply, confirm […]

Estate Planning for Physicians and Dentists: Protecting Your Professional Corporation (PCs) in Massachusetts

Owners of professional corporations (PCs), such as physicians, dentists, and other licensed professionals, face specific estate planning challenges in Massachusetts. The law restricts ownership of PC shares to licensed individuals, so a thoughtful plan is essential to ensure that your heirs receive the value of your business, even if they cannot legally own the shares […]

Two professionals reviewing financial data on a tablet and laptop during a meeting at a modern office desk.

Fiduciary Standard in Practice: RIAs Vs. Large Financial Firms

While both independent SEC-registered investment advisors (RIAs) and firms such as wirehouses, banks, broker-dealers, and mutual fund companies operate under a fiduciary obligation in theory, the actual delivery of advice and solutions can differ significantly, often due to underlying conflicts of interest, layered fees, and product restrictions. The Fiduciary Standard requires all financial advisors to […]

Federal Worker’s Guide to Layoffs and Benefits

The recent layoffs of federal workers have sent shockwaves through the U.S. government, leaving thousands of employees uncertain about their future. As the Department of Government Efficiency (DOGE) continues to downsize the federal workforce, many are forced to consider early retirement or apply for unemployment benefits. This article delves into the complexities of navigating these […]

What Happens if You Die Without a Will in MA

Failing to create a will can have significant consequences for your loved ones and legacy. In Massachusetts, dying without a valid will—known as dying “intestate”—means state laws determine how your assets are distributed and who will care for your minor children. This comprehensive guide explores Massachusetts intestate succession laws, potential problems that arise from dying […]