Financial/Investment Services
Northern Trust (Nasdaq:NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For over 125 years, we have evolved with the changing needs of our clients and our world.
Northern Trust first opened its doors for business in 1889. The Chicago-based global bank, established by Byron Laflin Smith, has more than 20 international locations. Founded the same year the Eiffel Tower was completed and the Dakotas, Montana and Washington became states, Northern Trust has weathered the Great Depression, two world wars and the 2008 financial crisis. The bank not only survived, but thrived during these times of significant market and economic stress.
Complex investment and financial management needs can't be met by standard solutions. That's why we work with our clients to create customized solutions based on their unique set of circumstances.
For more than 130 years, Oppenheimer & Co. Inc. has provided our clients with the financial expertise and insight to help achieve their goals. Oppenheimer’s proud tradition of providing innovative, customized solutions to our clients sets us apart from our competitors. We believe in independent thinking that leads to innovative strategies tailored to the needs of our clients. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, and institutions.
Palatine Hill Wealth Management offers financial and family planning services tailored to your specific needs, goals, and future plans. At Palatine Hill, we look beyond your next decision, your next move, and help you focus on the several steps down the road. We are a group of advisors committed to ensuring that the wealth you’ve worked tirelessly to accumulate will work for you in conjunction with your goals and help alleviate stress and concerns.
Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.
Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.
Bloomfield Hills Financial is a wealth management organization that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.
Our guiding principle is that a sound financial plan is greater than the sum of its parts. Instead of focusing on the individual elements of your financial portfolio, we collaboratively help create a strategic, comprehensive plan that will evolve with you and your family's unique needs. By blending economic principles with visual simplification, we can help achieve a coordinated and integrated financial model, in which decisions can be tested and measured.
My Professional Mission is to harmonize your financial dreams with reality. I love educating individuals, families and business owners in our community how to protect, grow and maintain the money they have all worked so hard to earn.
Developing personal relationships with each and every client is my fiduciary responsibility.
A Comprehensive financial analysis will give us a blueprint of your financial situation. I will work intently with you on accomplishing all of your financial needs & goals whether for Family Protection,Retirement Planning,Estate Planning or creating a Tax Deferral Strategy.
By being process driven and not product driven, I will provide professional and continue to be a lifetime financial resource to y
Wealth Trac Financial is a fully independent wealth management firm of fiduciary advisors providing financial, estate, retirement, and investment services to individuals and families at every life stage. Our experienced team of wealth management advisors gets to know you, your family, and your short-term and long-term goals. Together we determine the best course of action for meeting these goals. We create comprehensive, custom wealth management plans, tailored specifically to the needs of each client. Our goal is to continue to exceed expectations, providing our clients peace of mind, confidence, and security in their financial future.
Personally, I'm a man of God who loves JESUS and my neighbor as myself. My goal is to live out God's commandment: "A new commandment I give unto you, that ye love one another; as I have loved you, that ye also love one another. By this shall all men know that ye are MY disciples, if ye have love one to another" (John 13:34-35).
Professionally, I’m a fiduciary Wealth Advisor (CFP®), giving you tailored financial advice. My parents had sacrificed much and worked long hours to put my sisters and I through college. While I’m grateful for their sacrifices, I believe their retirement plan would have been better had they consulted with a trusted advisor. That’s why I’m in the wealth management business to serve you and your loved ones, working on YOUR financial goals.
On a side note, I managed a $650M book of business at Charles Schwab in Novi, helping younger families achieve their financial goals, preparing pre-retirees for retirement, and creating a sustainable and tax-efficient income stream for retirees. I started my own wealth management practice, Wise Wealth Stewardship, to be able to spend more quality time with my clients and live life together while helping them grow and protect their assets.
Don't lose what's in your hand, make a better plan!
