Founded in 1997, Family Wealth Management has its origins as the private family office of Ambassador Joe M. Rodgers.  Since 1980, Family Wealth Management, and its principals, has provided full family office services to the Rodgers family.

As a gifted entrepreneur with an interest in public service, Ambassador Rodgers recognized the value of his time; as a concerned husband and father, he wanted the peace of mind from providing his family with one point of contact for his financial affairs.  This led to the creation of his family office.

In 1997, the Rodgers family and the principals determined to grow this aspect of their family office and created Family Wealth Management as a stand alone entity to offer family office services to other well to do families. 

Since then Family Wealth Management has leveraged the experience gained in working with the Rodgers by becoming a multi-family, family office.  The firm brings a diverse background and extended history to serving other families that can benefit from the bundling of financial services available from family offices.