We want to make a difference in Metro Detroit by helping to change the way people think about protecting, preserving and distributing their wealth through sound financial advice.”
We created this firm for YOU. And like you, we have INTEGRITY. Like you, we have GRIT. Like you, we are RESILIENT. And like you, we CARE. Come experience the #WSFGDIFFERENCE
We can help you identify your unique goals and objectives, financial and otherwise, and design a customized strategy to help you reach those goals. Learn more about financial planning services.
Retirement
We can help you determine strategies for a comfortable and worry-free retirement. Learn more about planning for your retirement.
Business Services
We work with our business-owner clients to design and, where appropriate, fund strategies that include: succession planning, executive carve-out plans, key employee retention, buy-sell arrangements, key-person arrangements, and much more. Learn more about our services for Businesses
