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Investment Management


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Center for Financial Planning, Inc.

Center for Financial Planning, Inc.

www.centerfinplan.com

Established in 1985, The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.

Collectively our team of professionals manages over $700 million in personal client assets.

24800 Denso Dr. Suite 300
Southfield, MI 48033
Map

248-948-7900

  • Financial/Investment Services
  • Investment Management

Profile

Greenleaf Trust

Greenleaf Trust

www.greenleaftrust.com

Wealth management firm, specializing in providing asset management & trust services to high net worth individuals and related entities.

34977 Woodward Ave. Suite 200
Birmingham, MI 48009
Map

248-530-6202

  • Financial/Investment Services
  • Investment Management

Profile

Liberty Capital Management

www.lcmgt.com

401 S. Old Woodward Ave. Suite 430
Birmingham, MI 48009
Map

248-258-9290

  • Investment Management

Profile

Schechter Wealth

Schechter Wealth

www.schechterwealth.com

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our  multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA® charterholders has been quietly advising wealthy families on  financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.

251 Pierce St.
Birmingham, MI 48009
Map

248-731-9500

  • Financial/Investment Services
  • Investment Management
  • Insurance

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