Family Wealth Solutions

From the very start, our mission has been to create a firm that stands out not just for its expertise, but for its heart. We envisioned a place where advisors and clients are treated with the utmost respect and care, like family. Check out our video to get a glimpse of the community we've built together. Concurrent

The holidays are more than just a date on the calendar; they're a time to gather 'round the table, share a meal, and enjoy each other's company. Let's savor every moment, every smile, every story. From our family to yours, happy holidays and warm wishes!

In today’s fast-paced world, we all crave a sense of connection and belonging, especially when it comes to managing our financial futures. A recent survey by J.D. Power reveals that 78% of clients seek more than basic functionality in wealth management apps; they desire personalized experiences. Our client portal app is designed with this in mind, offering you access to your financial journey at your fingertips, wherever life takes you. Join our community of empowered investors and explore the seamless, personalized experience you deserve. 🌟

The IRS has released its new tax brackets for 2025, bringing some changes that could impact your financial planning. Here’s a breakdown of a few things you need to know: New Income Thresholds: The 10% tax bracket for married couples filing jointly will be $23,850 in 2025. Standard Deductions: ✖️ For married couples, it goes up to $30,000. ✖️For single filers and married couples filing separately, it rises to $15,000. Capital Gains: For 2025, the 0% tax rate applies to individuals earning up to $48,350 and married couples earning up to $96,700. Estate Tax & Gifts: The estate tax exclusion rises to $13.99 million, and you can give up to $19,000 as a tax-free gift next year. Earned Income Tax Credit: For 2025, single filers can claim up to $649, while families with three or more children can claim up to $8,046. What’s Unchanged: ✖️The SALT deduction cap is still $10,000. ✖️The Child Tax Credit remains at $2,000. ✖️The Lifetime Learning Credit thresholds are the same. Stay informed to make the best choices for your household! If you have questions or need help, feel free to reach out! We're here to learn together. 💼💰https://lnkd.in/g_admiMA

This Thanksgiving, we are filled with deep appreciation for the trust our clients place in us. Your confidence means everything, and we are truly honored to be part of your financial journey. From all of us at Family Wealth Solutions, thank you for allowing us to serve you. We wish you and your loved ones a holiday filled with warmth, gratitude, and joy.

Take a moment to look back on your financial journey — what have you achieved this year, and what remains to be done? Reflecting on your progress helps optimize your strategy moving forward. Our firm is committed to helping you realize your financial aspirations, no matter where you are on your journey. Connect with us to review your goals and set new milestones. https://lnkd.in/eUYuWXdT

Meet Daniel Maroney, co-founder and Managing Director at Family Wealth Solutions. Since 2019, he’s been dedicated to delivering a high-quality investment and financial planning platform while fostering a collaborative, family-focused culture that feels like home. Outside of the office, he’s active in the Lakewood Ranch community, fundraising for the Moffitt Cancer Center, and enjoys golfing, skiing, and spending time with his family. https://lnkd.in/eeTFNK6T

With unwavering determination, Daniel Maroney, co-founder of Family Wealth Solutions, carries forward a legacy that speaks volumes and honors his father whom he built the firm alongside. Dan's passion and energy are more vibrant than ever, as he proudly supports his vision and commitment to excellence in wealth management. Family Wealth Solutions continues to build on the foundation laid by a father and son who dared to dream big.

As the leaves begin to change, so too can the markets. Fall is a season of transition, and this year is no exception. We understand that market volatility can be unsettling. That’s why we’re here to help you navigate these changes with confidence. Our team of experienced advisors is dedicated to developing personalized strategies to protect and grow your wealth, even in uncertain times. This fall, let us help you stay on course and achieve your financial goals. Reach out to us today to schedule a consultation. https://lnkd.in/eUYuWXdT

Meet Kelly McCloy our Senior Registered Client Service Manager at Family Wealth Solutions. With over 20 years in financial services and licenses in Series 7 and 66, as well as in life and health insurance, she excels in overseeing operations and building investment portfolios. Kelly is dedicated to supporting clients and fostering strong relationships. Outside work, she enjoys family time, relaxing by the pool with her dogs, and was even featured on “Wheel of Fortune." https://lnkd.in/gMPpVu2V