Wealth Management in Birmingham, MI

We did the hard work of finding trustworthy partners in Birmingham, MI. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Birmingham, MI Wealth Management Firms

Birmingham Wealth Management - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-0258
Language https://advisor.morganstanley.com/birmingham-wealth-management?y_source=1_MTA4MzA0MjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Liberty Capital Management
SEC File# 801-42852
CRD# 106063
Location 401 S Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 258-9290
Directions
Sheth Wealth Management - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-7897
Language https://advisors.ubs.com/shethwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=165836&y_source=1_MjAxOTA4MzUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Ron Carpenter - Raymond James
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language https://www.raymondjames.com/roncarpenter/
Directions
The Wealth Strategy Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-4945
Language https://advisors.ubs.com/wealthstrategygroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166841&y_source=1_MjA0MTUwMTUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Advanced Equities Wealth Management
Location 231 S Old Woodward Ave #217, Birmingham, MI 48009, USA
Phone (248) 220-2201
Directions
Cory Kroneman Morgan Stanley Wealth Management
Location 220 Park St, Birmingham, MI 48009, USA
Phone (248) 258-1697
Language http://www.morganstanleyfa.com/cory.kroneman/biography.htm
Directions
Mark Suszan - Raymond James
Location 199 W Brown St, Birmingham, MI 48009, USA
Phone (248) 538-0622
Language http://www.marksuszan.com/
Directions
Ginny A Wisely - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-6162
Language https://advisor.morganstanley.com/virginia.wisely?y_source=1_MTA4MjU5MTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Crimmins Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-3907
Language https://advisors.ubs.com/crimmins_group/?utm_source=Yext&utm_medium=GMB&utm_campaign=166150&y_source=1_MjAwOTYyODEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Wealth Management in Birmingham, MI

Where Wealth Management Advisors in Birmingham, MI Serve

Birmingham, MI is a charming city located in Oakland County, Michigan. It is home to numerous landmarks that are worth exploring. Some of the top landmarks in Birmingham include the Birmingham Theatre, the Birmingham Museum, and the Townsend Hotel. The city is also home to several top employers, including the Beaumont Health System, the Birmingham Public Schools, and the City of Birmingham. Major highways and streets in Birmingham include Woodward Avenue, which is the main artery that runs through the city, as well as Maple Road and Old Woodward Avenue. Birmingham is known for its diverse neighborhoods, including the popular Rail District, which is home to several trendy restaurants and shops, as well as the historic Quarton Lake Estates and the exclusive Bloomfield Village. With its rich history, stunning architecture, and vibrant culture, Birmingham is a must-visit destination for anyone looking to explore the best of Michigan.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Birmingham, MI would greatly benefit from the services provided by a bank. With a population of just over 20,000, this affluent city is known for its high-end shopping and dining experiences. A bank could assist residents in managing their finances and investments, particularly those who own businesses or work in the service industry. Additionally, with Birmingham's proximity to Detroit and its position as a hub for automotive companies, a bank could provide financial support for those working in the industry. Whether it's securing a loan for a new business venture or managing investments for a comfortable retirement, a bank can offer the expertise and resources necessary for residents to thrive in this bustling city.

Insurance Broker

Residents of Birmingham, MI can greatly benefit from the services of an insurance broker. With the city being home to numerous high-end homes and businesses, it is crucial for residents to have adequate insurance coverage to protect their assets. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage to fit their unique needs. From homeowner's insurance to commercial property insurance, an insurance broker can provide expert guidance and help residents secure the best policy at the most competitive rates. With their extensive knowledge of the insurance industry and the local market, an insurance broker can be an invaluable resource for residents of Birmingham, MI looking to protect their assets and secure their financial future.

Retirement Planning

Residents of Birmingham, MI can greatly benefit from the assistance of a retirement planner. A retirement planner can help residents of Birmingham, MI navigate the complex world of retirement planning, which can be particularly challenging in a city with such a high cost of living. With their expertise in financial planning, retirement planners can help residents of Birmingham, MI develop a comprehensive retirement plan that takes into account their unique financial situation, their goals for retirement, and the specific challenges they may face in the Birmingham, MI area. This might include factors such as high property taxes, expensive healthcare costs, and the need to plan for long-term care. By working with a retirement planner, residents of Birmingham, MI can ensure that they are on track to meet their retirement goals and can enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Birmingham, MI can benefit from the guidance and expertise of a financial advisor in various ways. Specifically, a financial advisor can help individuals in Birmingham, MI navigate the unique tax laws and regulations that apply to Michigan residents. With Michigan's complex tax system, a financial advisor can help residents maximize their tax savings and minimize their tax liability. Additionally, a financial advisor can assist Birmingham residents in creating a personalized financial plan that takes into account their specific financial goals and circumstances. This may include developing a budget, creating a retirement plan, and identifying investment opportunities that align with their risk tolerance and long-term objectives. By working with a financial advisor, residents of Birmingham, MI can gain peace of mind knowing that they have a comprehensive financial plan in place that aligns with their goals and objectives.

Mortgage Loan Officer

Residents of Birmingham, MI would greatly benefit from the expertise of a mortgage loan officer. With the city's diverse housing market, a mortgage loan officer can provide insight on the best loan options for each individual's financial situation. The officer can also assist in navigating the complex process of obtaining a mortgage, which can be especially helpful for first-time homebuyers in Birmingham. Additionally, with Birmingham's reputation as a highly sought-after location for families, a loan officer can provide guidance on how to secure the best rates and terms for a family's future. With the officer's knowledge of the local market, residents can feel confident in making informed decisions about their home ownership goals.

Tax Services

Residents of Birmingham, MI can greatly benefit from the services of a tax advisor. With the city's thriving business community and affluent population, tax planning and preparation can be complex and overwhelming. A tax advisor can help residents navigate the intricacies of federal, state, and local tax laws, as well as provide guidance on tax-saving strategies. For example, Birmingham residents who own small businesses may be eligible for tax credits and deductions that they are not aware of. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes will affect their tax liability and help them make informed decisions about their finances. Overall, a tax advisor can provide valuable assistance to Birmingham residents in maximizing their tax savings and minimizing their tax burden.

Estate Planning Lawyer

Residents of Birmingham, MI can benefit greatly from the services of an estate planning lawyer. With an aging population and a median age of 43 years old, many residents are beginning to think about their long-term financial and healthcare needs. An estate planning lawyer can assist with creating wills, trusts, and powers of attorney, as well as navigating the complexities of Medicaid and Medicare. Additionally, with Birmingham's high median household income of $114,000, residents may need help with tax planning and minimizing estate taxes. Furthermore, an estate planning lawyer can help families with special needs children establish trusts and guardianships to ensure their care and protection. With the intricacies of estate planning and the high stakes involved, residents of Birmingham would be wise to seek the guidance and expertise of an experienced estate planning lawyer.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Birmingham, MI can offer a plethora of customized wealth management services to affluent individuals and families. From investment management and retirement planning to estate and tax planning, a skilled wealth manager can help clients navigate the complexities of wealth management with ease. In particular, Birmingham, MI is known for its affluent population and thriving business community, making it an ideal location for wealth management services. With a deep understanding of the local market, a wealth manager in Birmingham, MI can provide tailored investment strategies and financial planning solutions that are designed to meet the unique needs and goals of each client. Whether it's creating a comprehensive financial plan or managing a diverse investment portfolio, a wealth manager in Birmingham, MI can deliver the expertise and guidance necessary to help clients achieve their financial objectives.

Birmingham, MI is undoubtedly the best place to get a wealth manager. The city boasts of a vibrant economy and a thriving business community that attracts a pool of experienced wealth managers. The city is also home to a diverse range of industries, including healthcare, finance, and technology, which has created a wealth of opportunities for investment and financial growth. Additionally, Birmingham, MI has a rich history of philanthropy and community involvement, which has created a culture of giving and responsible financial management. The city's commitment to sustainability and environmental stewardship also aligns with the values of many wealth management firms, making it an ideal location for socially responsible investment. With a wealth of resources and a community that values financial security, Birmingham, MI is the perfect place to find a skilled and knowledgeable wealth manager.