You have wealth. We’re here to coordinate it.
The accounts are there. The advisors are there. But nobody is connecting what your taxes do to your estate, or what your investments do to your retirement. That is what we do.
You're running a business and writing big checks to the IRS.
We work with business owners year-round on proactive tax strategy, and when the time comes to exit, we make sure what you built actually goes where you intended.
You could stop working. Someone just needs to show you the math.
We run the full picture and tell you, with confidence, if you're okay. Most people find out they have more room than they thought.
Your income is ahead of your strategy.
Tax exposure, stock compensation, accounts that don't talk to each other. Getting coordinated now is what separates a good earning year from a good financial life.
Our presence is part of the strategy.
We show up consistently, watch the full picture, and stay as invested in your future as you are.
Testimonials
We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, the expenses with Rob were much less.
Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner.
The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us.
– Tom & Laura
The statement was provided 4/16/23 by Thomas and Laura M., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Testimonials
I’m currently 69 and have partnered with a financial advisor since age 22. I have been a client of Center for Wealth Management (CWM) since its beginning, about 20 years ago, after a co-worker, whom I respected for his investment knowledge, recommended the firm. Prior to signing on with CWM, my turnover rate for advisors was quite high. I think I fired at least seven advisors due to investment methodology conflicts, pushy sales tactics, and ethics disagreements that created stress in my life.
In 2001, at age 47, my company unexpectedly offered me a buyout. I almost didn’t accept it. But the Firm helped me realize I would be all right financially and come to the decision to accept the offer. I’m so glad I did. I’ve really enjoyed my retirement and have taken the time to care for my mom and husband, who have both since passed away, and to enter a fulfilling volunteer alternative medicine school, with infinite lifelong learning opportunities.
Justin is ethical and trustworthy; CWM is not a hard-selling, fast-talking sales operation out to churn investments for personal financial gain. I’ve recommended CWM to many friends over the years, most of whom have become clients! I greatly value the financial peace our partnership has given me during the many stock market downturns and the confidence that the firm will always be available for me.
– Carol
The statement was provided 2/23/23 by Carol Z., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Testimonials
I decided to seek the assistance of a financial advisor around 2015. I had always felt pretty comfortable with my own investing and had done fairly well over the years, but I had reached the age where I began to think about my ability to retire in the next 10 years. Rob Moore and Jeff Steele offered a series of retirement sessions at DTE Energy, and I signed up to see what I might learn that would help me in my retirement planning. After attending the course, I took them up on their offer for a free consultation.
I chose to work with Rob because his personal values and family values meshed well with mine. Rob was not pushy in his approach; he explained what he was proposing and why he wanted to take that action. He very clearly explained what his proposals meant for me as well as what was in it for him. This was the first time I’d met a financial advisor that was not entirely focused on what they were getting out of the arrangement. My trust in Rob as well as his personal values led directly to me transferring the balance of my 401(k) from a former employer to his management. Rob was instrumental in several transactions, including transferring the entirety of the after-tax balance (contributions only) of my 401(k) to a Roth IRA. Having my retirement future in a stable portfolio with CWM provides confidence and peace.
I have recommended Rob to a number of friends and coworkers, several of which now work with Rob for their retirement planning. I simply share that Rob is 100% trustworthy, a family man with great values, has no ulterior motives, and provides value and comfort in the difficult process of planning for the future.
The best part of working with Rob would be the financial peace. As I previously indicated, I have a significant number of years of experience in doing my own investing, and two minds are better than one; no single person can know everything or be aware of everything. We discuss all changes and only move forward if I am comfortable—which happens 99% of the time. I am confident that my future is in good hands and appreciate the personal relationship and sincere support I get from collaborating with Rob and CWM.
– Ken & Patty
The statement was provided 2/21/2023 by Ken J., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.