Financial Advisor Michigan
Are you looking for the best financial advisor in Michigan for managing your wealth? Choosing the right financial advisor or wealth manager is quite possibly the most consequential decision of your life. It will affect your family in profound ways for decades – even after you’re gone. At Pillar Wealth Management, we have been helping high net worth and ultra-high net worth clients with $5 million to $500 million in liquid assets meet their financial goals for over 30 years. If you have $10 million or more, use our free guide, The Ultimate Guide to Choosing the Best Financial Advisor, to help make this critical decision.
STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
We are not like typical retirement planning or investment companies. Our team works diligently to make sure you get the most out of your portfolio in any market.
We recognize the importance of making sound financial decisions because each decision directly affects your life now and in the future. We also understand that bad investments can negatively impact your family for generations.
That is why we never use the same approach for two clients. What works for you may not be the best approach for someone else.
Table of Contents
Who We Are
Our founders, Hutch E. Ashoo and Christopher G. Snyder, give you over six decades of combined expertise in investments, tax and expense minimization, and long and short-term financial goal setting.
They are highly skilled in risk minimization. So, you get the results you want without unnecessary risks. We set high goals and work hard to put more money in your hands.
We constantly look for ways to save you money and maximize your gains. As a financial advisor in Michigan, we know to look for unnecessary federal and local investment expenses, tax liabilities, and advisory fees to maximize yields.
All of this is part of your portfolio’s performance. A 10% gain that gets cut down to 5% because of taxes and avoidable costs is no longer a 10% gain. Performance is more – much more – that what shows up on a monthly report. See how Pillar optimizes performance for our clients.
Of course, no one has a crystal ball that can predict what the markets will do.
But after going through recessions, busts, recoveries, and booming bull markets with our clients, we know how to prepare for the worst and make the most out of economic situations that make others wary. With a customized plan and insight from the past we are able to help you win in the investment war.
Private wealth management is our expertise, and we have been working with individuals, families, and owners of privately-held companies with high and ultra-high net worths in excess of $5 million for decades. Our unique planning approach has proven itself with each new crisis, including the Covid pandemic. Ask for a customized wealth management analysis.
How We Are Different
Many of the Pillar Wealth Management customers are busy with their lives, and they know the importance of trusting their money with experts.
They could have selected any financial advisor in Michigan; but, they chose Pillar Wealth Management for their radical approach to providing customers with high returns, not cookie-cutter, investment approaches that deliver mediocrity.
Clients often turn to Pillar Wealth Management after being underwhelmed by the more well-knownfranchise advisors.
Ashoo and Snyder provide highly customized, personalized opportunities for their clients, rather than the one-size-fits-all approach from the typical Wall Street advisors. Check out our guide on the 5 critical shifts for maximizing portfolio growth for affluent households.
Enlist the Help of the Best Financial Advisor in Michigan
Money is an essential part of life, and it is personal. At Pillar Wealth Management, we understand the private nature of our business, and our top minds and talented advisors take a sophisticated approach to all of your financial issues.
By hiring the best financial advisors in Michigan, you can spend more time with your loved ones doing what you enjoy most. Our individualized plan will give you the peace of mind you need to enjoy life to the fullest while setting your family up for success for generations to come.
Learning from the Past
Expertise is non-negotiable for ultra-high net worth investors who want to grow and protect their wealth. You wouldn’t let a general practitioner perform open heart surgery on you or fly on a plane with a first time pilot. Likewise, you should never entrust your money to advisors with limited experience.
Without experience in varying markets, a financial planner is unable to recognize and respond effectively to economic turmoil. We’ve been through events that were financially catastrophic for clients of other firms, like Black Monday on October 19, 1987, the nearly two-year-long Great Recession that began in 2007, and the Covid recession.
During those times, we studied and developed strategies to help our clients come out of it in a better position.
When other companies were scared to make moves that benefited their clients, we continued to meet and exceed client goals using our innovative approach to performance and financial planning.
Those events taught us how to protect your valuable assets and plan for potential pitfalls.
Economic downturns will happen. So, it is essential to work with a company that expects them and puts measures in place to prevent major losses.
You have worked too hard to build your wealth to worry about losing it to bad investments or inadequate protection.
Preparing for Life Events
Top financial advisors don’t just prepare families and individuals for possible downturns in the market. They also develop plans for individual- and family-wealth for significant life events.
These include retirement, divorce, disability, money-in-motion, and death. These life events are often more stressful for families than the market downturns.
At Pillar Wealth Management, we help clients understand their answers to common financial questions like these.
– How much money do I need to retire comfortably?
– If my spouse passes away, who will manage my money?
– How can I maximize my cash flow from investments?
– What is the best way to pay for my children’s education?
– How can I financially protect myself and my standard of living amid a divorce?
We use our three decades of experience to help clients prepare for life events by maximizing their portfolios and estates. Schedule a quick call to discuss your financial situation.
Risk management and asset allocation matter, and they serve as protective cushions for those surprise events. They also help to protect assets for the expected significant life events.
Schedule a Consultation with Wealth Management Michigan
Talking about your money is personal, and it can be a complex conversation. Before choosing your financial advisor in Michigan, we encourage you to schedule a meeting with us.
In our consultation, we will discuss your assets, ways to save you money on taxes, fees, and expenses, and how you can reach unexpected financial heights.
To learn more about our services, take a look at our hardcover book: “The Art Of Protecting Ultra-High Net Worth Portfolios And Estates: Strategies For Families Worth $25 Million To $500 Million.” Or, call today to speak to one of our friendly team members.
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