Organization: Fifth Set Private Wealth Management LLC
Industry: Social Services

Fifth Set Private Wealth Management LLC, while primarily operating as a financial consulting firm, also provides vital services aligned with social services, particularly in areas that support individuals and families through major life transitions. The firm offers tailored financial guidance for those navigating retirement, elder care planning, and financial literacy education—areas increasingly linked to well-being and social support. They specialize in developing strategies that promote long-term financial security, especially for underserved populations or those in complex personal situations such as divorce, loss of a spouse, or caregiving responsibilities.

By integrating personal financial planning with a client-centered approach, Fifth Set plays an important role in empowering individuals and families with tools to achieve increased independence and stability. Their advisors often collaborate with estate attorneys, social workers, and nonprofit organizations to reach vulnerable or at-risk communities. Culturally informed financial planning and sensitivity to diverse backgrounds further enhance the firm’s effectiveness. Their services aim not just at managing wealth but supporting human dignity through economically empowered lives.

Key Services:

– Financial planning for elders and caregivers
– Retirement and estate planning education
– Divorce and life-transition financial consulting
– Financial literacy programs for community members
– Coordination with healthcare, legal, and social support agencies
– Client-centered wealth management with a holistic approach