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Reclaim your Freedom

Wealth Management Designed for Business Owners and Successful Families. 

Schedule Your Intro Call

Picture of Frustrated Business Owner

Do You Lack the Bandwidth to Sort Through Tax, Legal & Financial Clutter?

Too often, entrepreneurs like you have to navigate this crushing complexity alone.

You’re left wondering if there’s something more you could do to save on taxes or make the most of the money you’ve earned. And when it’s all on you to manage the decisions, feeling overwhelmed is only natural.

Welcome to the Kind of Approach That Forward-Thinking Individuals Need

With Us, You Get...

  • Collaboration

    We coordinate investment tax and business management needs all under one roof, eliminating the need for you to manage multiple advisors.

  • Clarity

    We empower you with transparent reports so you are not guessing about major financial decisions.

  • Control

    With one multidisciplinary team serving you, you regain a sense of control so you feel confident taking your business to the next level.

  • Coordination

    You'll have a clear contact and advisor taking care of every area of your wealth.

  • Capital Conservation

    We specialize in tax planning to help you keep more of what you make.

  • Commitment

    We have a legal obligation to put your needs come first, always.

The Rewards of Your Hard Work Shouldn’t Mean Added Stress

It Is Our Vocation to Help You...

Enjoy More Time with the People You Love

Experience Moments of True Calm

See Your Big Ideas Come to Life

True Independence Requires a Financial System That Works For You

Set up an introductory meeting with us to determine if we’re a fit.

Schedule Time to Talk

So, How Do We Guide You on Your Path to Freedom?

Guiding You Towards a Life of Impact in 3 Steps

Step 1

Define Your Success

What brings you fulfillment? What are your passions? What do you visualize for your business? These are the kinds of questions we’ll ask to help you define your success.

Step 2

Distinguish Priorities

We sort through the clutter, get your finances organized, and craft a detailed plan to get you from where you are now to where you want to be.

Step 3

Discover your Purpose

Your Family Financial advisor serves as your guide to manage your personal finances, business finances, investments and taxes in order to free you up so you can live a life of purpose.

Live the Life You’ve Worked So Hard to Create

Stop wasting time and money that distracts you from from what is important. You get one chance to make your mark on the world. Are you ready to reclaim your freedom?

I’m Ready to Begin

Solutions That Fit Your Needs

Choose Your Path

Comprehensive Wealth Management

What You’ll Receive ↓

  • Personal CFO
  • Financial Planning
  • Investment Management
  • Alternative Investments including Privately Held Real Estate, Private Equity and Digital Assets.
  • Estate Planning

Business Management

What You’ll Receive ↓

  • Flat fee monthly pricing
  • Tax Planning
  • Tax Preparation
  • Personal Accounting
  • Business Bookkeeping
  • Payroll
  • Bill Pay

Ready to Reclaim Your Freedom?

Your journey begins with an introduction meeting to determine if we are a fit.

Schedule My Intro Call

An Overview of Our Fees:

Wealth Management

Starts at 1.20% (Schedule)


$2,500 - $15,000

Personal Accounting


Business Management

Based on Complexity

Have Any Questions About Our Fees?

Schedule My Intro Call

We Partner with Forward-Thinking Entrepreneurs

To optimize all things financial.

Picture of Confident Business Owner

If you are a driven business owner who is...

  • Seeking tax-savvy solutions to keep more of what you make 

  • Looking for a personal relationship with an advisor who can match your speed

  • Building your business and seeking a plan for your goals

  • Thinking about selling your business in the near future 

…then we may be a fit.

We Take Pride in Your Financial Well Being.

I Want to Chat

About Our Team

Your Financial Success is our Mission

We take pride in your success and are personally dedicated to your wellbeing. We are a woman-owned firm dedicated to providing organization and support to fellow fast-paced entrepreneurs. By breaking down the silos of financial advice, we help coordinate your tax, legal and financial needs with a true family office experience. As a fiduciary, we uphold a commitment to put your family’s needs first at all times. Operating with a fierce loyalty to our clients, we look forward to serving as your relentless advocate for many years to come.

Tammy Trenta CFP, MBA, CTP, CEXP Photo

Tammy Trenta CFP, MBA, CTP, CEXP

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Tammy founded Family Financial with the belief that clients deserve better.  She currently serves as the firm’s Chief Executive Officer and Senior Financial Advisor.

Tammy considers herself a relentless financial advocate for her clients. For more than 27 years, she has made it a mission to serve clients to the best of her ability.  She primarily practices as a Certified Financial Planner (CFP) to help successful business owners with tax, investment, and estate planning strategies.  She is a Certified Tax Planner (CTP) and a Certified Exit Planner (CExP), both instrumental for clients selling their business. Earlier in her career she served as a Trust and Estate Advisor for a major bank in Beverly Hills. Over the years she has supported individuals, families and entrepreneurs in helping them to achieve and exceed their financial goals. Tammy earned both her Bachelors degree and MBA from Arizona State University. 

Tammy lives in Los Angeles with her husband Ryan and her son Jack.  They live at the beach. Tammy enjoys running, practicing yoga, and making Sunday dinners for friends and family. Tammy volunteers as a Sunday school teacher and coaches little league.

Josh Mudse CFP Photo

Josh Mudse CFP

COO/Senior Financial Planner
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As a Certified Financial Planner™ professional, Josh takes a comprehensive approach to advising clients, helping them clarify the intentions for their wealth, creating a customized plan to achieve their desired outcomes, and helping them adjust when their family dynamic or the financial rules change in the years that follow.

Josh has been guiding clients to live confident financial lives for over 25 years. In addition to working with two national insurance companies and two regional investment advisory firms, Josh managed an Ohio branch of Charles Schwab & Co. where he served 250 families and was responsible for over 350 million dollars of invested assets. Josh is a member of the Purposeful Planning Institute and Kingdom Advisors. These organizations provide education and support for charitable and multi-generational wealth planning. Josh recently completed his Certificate in Bitcoin and Digital Assets. 

Josh has been married to Malena for 25 years. They met as freshmen at Bradley University. They have three children: Jonah is a recent graduate of Rensselaer Polytechnic Institute and is currently working in the AI division of IBM. Abby is working full time as a cake decorator. Hannah is an early education major at Bowling Green State University.  

Joshua Forrester CPA Photo

Joshua Forrester CPA

CFO/Managing Director Business Management
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As a Certified Public Accountant, Joshua assists with tax planning for both individuals and businesses with a focus on tax mitigation for high-net-worth individuals, business owners and exit planning. While many tax professionals are reactive, Joshua believes in proactive planning and contemporaneous communication to assist clients during a tax year rather than waiting until it is too late in the following year when the tax returns are due. Joshua also holds a Series 65 designation.

Joshua has been assisting clients in the areas of tax planning and compliance for over a decade. He has substantial experience with high-net-worth individuals and exit planning for business owners. His previous experience primarily consists of a large regional public accounting firm, where he started as an intern and climbed the ranks to senior management. Josh is a member of the American Institute of Certified Public Accountants and is a licensed Certified Public Accountant in the state of California.

Joshua enjoys learning, whether that be new technical skills, philosophy, or foreign languages. He likes to spend time with friends and family in the south bay and enjoys exercise and weight training. 

Nick Prigitano CFP Photo

Nick Prigitano CFP

Financial Planner
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As a Certified Financial Planner, Nick works with clients to help them understand their financial situation and to guide them through the decisions to use their wealth to live fulfilling, meaningful lives. 

After graduating from Southern New Hampshire University, Nick worked at Fidelity Investments serving high net worth clients, implementing trading and option strategies. Prior to joining Family Financial, Nick worked for a regional advisory firm, advising clients with all aspects of their financial and tax planning. 

Nick and his wife Hanna live in Southern New Hampshire, about 45 minutes north of Boston. He plays in an adult hockey league, is a huge fan of the Bruins, and spends his down time playing board games and reading. 

Pursuing Your Passions

By Planning Your Journey

Schedule Your Intro Call