Wealth Management

Centered on building  lasting relationships, we provide sound advice in helping clients pursue their financial wealth succeess. More than just managing investments, our focus is to help educate you to anticipate, recognize, and adjust to your ever changing financial landscape. We work to identify and correct any inefficiencies found in existing financial strategies and guide you through the changing stages of life, creating a road map to help you work towards your financial goals. 


We work with our clients in their overall Comprehensive Wealth Management plan, which includes:

 

  • Creating and Growing Wealth

  • Protecting and Preserving Wealth

  • Planning for the distribution of wealth during life in the most tax advantageous way

  • Planning for the distribution of wealth at death in the most tax advantaged way

 

We provide innovative, reliable information allowing you to make an informed decisions. Throughout life, your financial needs will evolve. You and your family will want an accessible, trusted financial advisor to guide you along the way. 

Comprehensive Wealth Management 

 

 

 

Whether in the beginning or preservation stage of wealth accumulation,  SWC can step in to assist you from that moment forward. We provide diversified solutions at any point in time and are here to guide you through a process by creating a roadmap in helping you reach your goals.

 

13 Wealth Management Issues

 

It's given that we all experience at least some of these issues during our lives. 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.

  

Asset Management / Investment Planning

 

SWC will assist you through the financial stages during your lifetime, no matter what stage you are currently in. We provide diversified solutions regardless if you are just beginning or in the preservation stage. We are here to guide you through a wealth management process to ensure you are achieving your goals to lead significance in life.

 

Estate Planning

Estate  planning is the process of anticipating and arranging for the disposal of an estate during your life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.

Our Process

 

We seek to gain a complete understanding of your financial picture by gathering and analyzing your current situation, outlook for the future, feelings towards investing and family dynamics. We take your complex financial world and make it simple, easy to navigate and understand, and provide you with clear direction to make informed decisions for you and your family.  

 

Insurance Planning 

 

Planning for unexpected events is one of the most often overlooked yet most important aspects of financial planning.  We conduct thorough  insurance policy evaluation and reviews of any existing policies, to determine if they still meet your current needs.  We will educate you on the concept of layering them to help ensure that your financial future and your loved ones are protected. 

 

Wealth Management System

 

We offer a personal financial website; a way to view all your investments, income, insurance, and debt in one place. It helps simplify your life by consolidating and integrating every aspect of your financial picture on a daily basis, providing you with a meaningful, up-to-date analysis. 

 

Certified Wealth Strategist

A Certified Wealth Strategist® is committed to helping you create and execute a comprehensive wealth strategy. An approach that integrates a broad set of wealth management issues that are essential to grow, protect, and distribute your wealth. 

 

Contact us today at 248-430-0599 to schedule your consultative meeting to learn how we can assist you.

 

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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