Clients come to Personal Wealth Mgt. with Concerns that their Retirement Income and Legacy Plans may be inadequate to maintain their lifestyle and provide for future generations.

Name: Personal Wealth Management
Address: 5291 Huron Hills Drive, Commerce Township, MI
Telephone: 248-363-4171

Achieving Piece of Mind with Your Plan

Comprehensive Financial Planning

We offer personalized financial planning services (by leaving No Rock Un-Truned) to help you create a roadmap for your financial future. We will analyze your current financial situation, understand your specific goals and objectives, then set achievable goals via a customized plan.

Insurance Solutions

We focus on structuring Guaranteed Income and Legacy annuties to provide for living expenses, RMD assurances, and Wealth Transfer to your spouse or children utilizing a 50% Bonus and other options. Life Insurance is critical for family protection and / or to provide, potentially, tax-free future income or lump sums.

Investment Strategies

Our investment services are designed to help you grow and provide high-yield income options to help offset any stock market downturns. We work to understand your risk tolerance, investment goals, and time horizon, and create an investment and legacy planning strategy that aligns with your financial objectives.

About Us

Your Partner in Financial Success

At Personal Wealth Management, we believe that financial success is possible for everyone. Our team of experienced financial consultants and planners are dedicated to guiding our clients towards achieving their financial goals and securing their future.