Skip to main content
  • Home
  • About Us
    • Back
    • About Us
    • Meet Craig Martin
    • Meet Peggy Martin
  • Investments
  • Resources
  • Videos
  • Contact
  • Client Connect
  • Form CRS

  •   408.453.2220
  •   alyssa@fwcg.net
  • Client Connect
  • Get in Touch
  •  

Website navigation

  • Home
  • About Us
      • Meet Craig Martin
      • Meet Peggy Martin
  • Investments
  • Resources
  • Videos
  • Contact
  • Client Connect
  • Form CRS
- Craig Martin, President, FWCG

Diversification is your only safety™

– Craig Martin, President, FWCG

Diversification is a free lunch

– Harry Markowitz, Nobel Laureate

Diversification is your buddy

– Merton Miller, Nobel Laureate

View Our Videos

Click Here

About Us

The Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The Professional Team at FWCG prides themselves on always being available to inform and educate our clients about their best choices and then help them execute successfully on all areas of their financial lives. The Professional Team at FWCG communicates or meets regularly with clients so we can be currently aware of the most important issues that are critical and timely for each client. The Professional Team at FWCG is dedicated to providing experienced, educated and independent financial advice to our clients so they can make an informed decision that will meet their needs.

Our Services

Investment Management

Alternative Investments

Wealth Planning

Retirement and Cash Flow Planning

College Funding

Estate and Tax Planning

Legacy Statements

Elder Care Planning

Our Team

Meet Craig Martin,
MSFS, CFP®, CLU, CHFC

Meet Peggy Martin,
MSFS, CHFC, CASL

Investors will be more satisfied knowing which markets are efficient or inefficient

- Craig Martin

Menu

  • Home
  • About Us
  • Investments
  • Resources
  • Videos
  • Contact
  • Client Connect
  • Form CRS

Contact Form

© 2023 Family Wealth Consulting Group All rights reserved.