Services

We work with executives, business owners, engineers, and families who have made thoughtful decisions throughout their lives. Our job is to make sure those decisions keep opening more doors than they close.

Private Wealth Advisory

Every investment decision you make is connected to something else. We manage your portfolio with that in mind, always in the context of your taxes, income, and long-term strategy.

Portfolio management

Asset allocation & risk management

Direct indexing / tax-aware investing, tax loss harvesting

Concentrated stock strategies

Advanced Tax Planning & Coordination

The people who keep the most of what they earn planned for it all year. That is the work we do with you.

Roth conversion strategies

Tax-efficient withdrawal planning

Capital gains planning

Charitable strategies (DAFs, QCDs, CRTs, appreciated assets)

Coordination with CPA

Tax-efficient withdrawal planning

Retirement & Distribution Planning

The resources are often already there. What changes everything is having a strategy that looks at all of it at once and gives you a clear picture of what is possible.

DTE Employee?
We have worked with DTE employees for years. We know the benefits package, the timing of retirement decisions, and the details that make a real difference. This is familiar ground for us. Click here for more.

Income strategy design

Retirement distribution planning

Social Security optimization

RMD planning

Sequence-of-returns management

Tax-efficient withdrawal planning

Business Owner Planning

Running a business creates a level of financial complexity that rewards those who plan for it. That planning is where we come in.

Succession planning strategies

Liquidity event preparation

Entity structure considerations

Cash flow & reinvestment strategy

Estate & Legacy Planning

The decisions you make today will outlive the conversation you are having right now. We help make sure they say what you intended.

Trust coordination

Next generation wealth transfer strategies

Beneficiary optimization

Multi-generational planning

Cash Flow & Balance Sheet Planning

Clarity is the foundation of every good financial decision. We help you see exactly where things stand, so every choice you make starts from solid ground.

Liquidity management

Debt strategy

Major purchase analysis

Healthcare Planning

Healthcare is the variable that surprises most people in retirement. We put it in the strategy from the start, so it works in your favor.

Post retirement, pre-Medicare coverage

Medicare coverage

Center for Wealth Management does not offer legal advice. You should consult a legal professional regarding your individual situation.

The question worth asking is what your wealth could actually do.

That conversation starts here.

Schedule a Call