Established in 2008, Family Wealth Partners is the union of two businesses that have been working together for more than two decades. Irwin Gross and Associates have been doing business since 1971 and Grund Day Advisors since 1995. The two founders of our family possess a combined 60+ years in the industry. Rounding out the rest of the family are planning professionals who specialize in identifying and resolving complex estate, retirement, and investment problems. Together, as a team, we provide the guidance you need to help pursue your goals and dreams for yourself and your family.
Family Wealth Partners chose to team with Commonwealth Financial Network®, one of the preeminent independent registered investment advisors in the United States. It helps us best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.