Wealth Management Redefined.

Please note, we are accepting new clients via referral only.

Hi,

I'm Brian

I've Been Helping People Reach Their Retirement Dreams For Over 20 Years

Breaking the mold. Truly caring about my clients. Staying on top of industry trends. A relentless search to keep our costs down. A thirst for knowledge, learning, and growing. Being a fiduciary. These are just a few of the things that drive me to be the best and deliver a top-notch client experience. Schedule a complimentary meeting to learn what makes us tick.

The Secret Sauce

01

We spend countless hours building a solid financial plan together.

02

Your investments are professionally managed by our team.

03

You relax & enjoy your retirement knowing you have us onboard.

Notable Quotables

Not everything that can be counted counts, and not everything that counts can be counted.

Albert Einstein

Our Partners

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© 2020 WealthStrategies Financial Advisors, LLC. We are a Michigan Registered Investment Advisor.

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Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.

 

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided by Folio Institutional, a division of Folio Investments Inc., member FINRA/SIPC and an unaffiliated SEC-registered broker-dealer.

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