13 Wealth Management Issues

1.   Investment Planning

2.   Insurance Planning & Risk Management

3.   Banking & Credit Management

4.   Retirement Planning

5.   Executive Compensation

6.   Business Succession Planning

7.   Planning for Incapacity

8.   Education & Family Support

9.   Charitable Giving

10. Titling & Beneficiary Designations

11. Executor / Trustee Selection

12. Issues Distribution of Estate

13. Tax Planning

Every client has their own individual financial goals and objectives and how they measure financial success. It is apparent that everyone will experience at one point in time during their life an array of these wealth management issues or challenges.


The 13 Wealth Management Issues provide us with a roadmap in evaluating your financial needs and addressing these potential issues / challenges while creating an integrated wealth plan. It’s our goal to have a thorough understanding of our clients overall financial picture and intentions so that we can assist them to achieve the financial wealth success that they earned.It’s the anticipating and understanding that these challenges do exist, arise, and how they interact during the various stages of your life is critical to effective wealth management.


As you financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. Through our comprehensive approach we can incorporate any changes that need to occur in your financial strategy allowing you to make the right decisions for you and your family.


At SWC we are passionately committed to our clients, so whatever your goals are, we take a considerable amount of time learning and understanding your priorities, beliefs, family dynamics, your risk tolerance, and goals. We build around character not just around account balances.

Contact us today at 248-703-5332 to learn specifically what these 13 Wealth Management issues are and how they could affect you.  


Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise 

Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.


800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599