WEALTH IS ABOUT

FAMILY

We are an independent wealth management firm that helps successful individuals, families, and foundations simplify and improve the financial decisions that impact their future.

EXCELLENCE SINCE 1961

At Famiglia, the pursuit of excellence goes beyond investment performance – encompassing our larger belief in helping families navigate life’s most important financial decisions.

WHO WE ARE
THOUGHTFUL SOLUTIONS

We provide integrated, human-driven
financial guidance designed to simplify
complexity, improve decision-making, and
bring structure to your financial life.

Family
Wealth Planning

Tax Efficient
Investment Management

Liquidity
Event Planning

Generational
Wealth Transfer

OUR CORE FOCUS AREAS

OUR SERVICES
REAL AND ENDURING IMPACT

We serve through deep-rooted values, long-term relationships, and thoughtful guidance.

FAMILY STORIES

Every family is different. We help clients clarify and pursue their unique goals, navigate important decisions, and help shape long-term outcomes.

COMMUNITY IMPACT

We are guided by purpose and values, with a commitment to supporting our communities through personal involvement and philanthropic engagement.

DEEP-ROOTED PERSPECTIVE ACROSS GENERATIONS

We believe the strongest
long-term outcomes are built
through trusted relationships and
continuity across generations.

OUR TEAM
ADVISORHUB

Advisors to Watch Under $1B for 2024-2026

FORBES

Best-in-state Wealth Advisors - Michigan 2025

SHOOK

Best-in-state Wealth Advisors - Detroit Area 2026

AdvisorHub 400 Advisors to Watch Under $1B 2026 created by AdvisoHub. Most recently received in June 2026 based on data gathered from December 2024 to December 2025. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Not indicative of advisor’s future performance. Your experience may vary.

Forbes Best-in-State Wealth Advisors – Detroit 2026, compiled by SHOOK Research LLC. Most recently received in April 2026 based on data gathered from June 2024 to June 2025. Forbes Best-in-State Wealth Advisors – Michigan (2021 and 2025), compiled by SHOOK Research LLC. Most recently received in April 2025 based on data gathered from June 2023 to June 2024. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

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40900 Woodward Ave, Suite 302 Bloomfield Hills, MI 48304

(248) 341-0600

[email protected]

Let’s Build a Family Legacy.

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Famiglia Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

© 2026 Famiglia Wealth