Wealth Management

Highly suc­cess­ful peo­ple typ­i­cally engage in wealth man­age­ment. If you own a busi­ness or have accu­mu­lated assets in excess of $5 mil­lion, then the sub­ject of wealth man­age­ment may be of inter­est to you.

Wealth man­age­ment is a sophis­ti­cated form of finan­cial and estate plan­ning. It uti­lizes spe­cial­ized finan­cial exper­tise to help you plan the suc­ces­sion of your busi­ness, retain key exec­u­tives, pro­tect your assets from lia­bil­ity, dis­trib­ute your estate to your fam­ily and/or char­ity and to min­i­mize the ero­sion of your prop­erty through estate tax plan­ning strate­gies. Each of these top­ics is com­plex and requires legal and tax plan­ning, as well as invest­ment man­age­ment exper­tise. Our team of experts is uniquely qual­i­fied to help you under­stand the oppor­tu­ni­ties avail­able to you. We approach the wealth man­age­ment process from your per­spec­tive, with an intense focus on your unique needs and sit­u­a­tion. We will help you under­stand the play­ing field and develop a plan­ning strategy.

Our ser­vices are pro­vided on a fee-only basis. We do not sell prod­ucts or earn com­mis­sions and we have no con­flicts of interest.

We invite you to talk with us dur­ing a com­pli­men­tary ini­tial con­sul­ta­tion. If you would like to retain our ser­vices, we will develop a plan­ning sched­ule and an esti­mate of the cost. Please call us at 734.994.1188 or 877.847.2446 to arrange an appointment.