plan. implement. dream.
redefining wealth management
Welcome to a new paradigm in wealth management. We have designed a revolutionary client-centric financial advice model that minimizes the conventional conflicts of interest and offers a truly compelling value.
comprehensive
Available to each and every client is a comprehensive financial plan covering all aspects of a client’s financial life including retirement planning, investment planning, insurance & risk management, college savings planning, budgeting and debt management, cash flow planning, and more. Each plan is tailored to the specific needs of each and every client.
affordable
Unlike many conventional advisors who receive commissions and other kickbacks from investments they recommend, we charge our clients a competitive fee based on the assets that we manage. This minimizes the typical conflicts of interest inherit in the industry and aligns our interests with those of our clients.
ethical
We have chosen to adopt a fiduciary standard for our clients. Similar to what doctors and lawyers must do, we are committed to placing our client’s interest ahead of ours in everything we do for them. Not all wealth managers have chosen to adopt this fiduciary standard and we believe it is the only ethical way to delivery financial services to our clients.
charitable
One of the most common conflicts of interest are the commissions that advisors receive when selling investments and insurance. We receive zero commission income from any investment products we use and are dedicated to a charitable giving plan for insurance commissions where we will eventually donate 100% of commission profit to charity.
Introducing ConciergeAdvice℠
Would you like an advisor who just handles one aspect of your financial life or an advisor that is going to look at all aspects of your unique situation? Our firm offers ConciergeAdvice℠ where we collaborate with you to understand your unique situation and develop solutions to meet all of your financial goals. This all-inclusive package is available for a very competitive fee and you won't be "nickle and dimed" regardless of what your situation requires.
It’s Time For A Financial Plan
Would you take a vacation without making some plans on where you’re going and what you’d like to see and do? Of course not. Shouldn’t you put that same effort into one of the most important events of your entire life? Do you have enough savings to retire? Are you concerned that you may run out of money? We can help you lay out a detailed plan that addresses these retirement risks. It’s time you took the first step and start planning for a successful retirement.
Interested in a free portfolio review?
Nope, we’re not kidding! We are also offering a free portfolio review. Who doesn’t like a second opinion. And we promise that it’s more pain-free than a second opinion from a doctor could be. We will sit down with you to review your current investments and figure out if they makes sense for you. This is completely free with zero obligation. This promotion includes one hour with one of our financial advisors.
Our Third Party Partners
This website is operated and maintained by WealthStrategies Financial Advisors, LLC, a Michigan Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. 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 WealthStrategies Financial Advisors' charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See our terms and conditions for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where WealthStrategies Financial Advisors is not registered. Partner logos and names are respective trademarks of each company. Check out the background of our firm at BrokerCheck.
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