Wealth Management
Managing and protecting wealth can feel like a large undertaking when you go it alone. Aside from personal goals, you may be worried about security for your family. Not to mention a stable retirement. Or maybe there’s a dream-come-true business venture you want to pursue. To get started, just be honest with yourself about what’s important. Our advisers can road map the best way to make it possible.
At Wittenberg Investments, we believe asset management is an exciting process, not an intimidating one. So during our one-on-one meetings with you, we’ll outline your goals and create milestones that will help keep you motivated and dedicated to your custom financial strategy along the way. There’s nothing more rewarding than seeing your financial future take shape.
Of course, there will be challenges and changes along the way. We’ll keep you apprised of market conditions and the best course of action if it becomes volatile. Or when there’s a change in tax law, we can tell you exactly how it affects you — not the market as a whole. And if you encounter issues that could impede your short- or long-term preservation of wealth, our team is ready to act on your behalf. It all begins with a well-rounded strategy and flexible plan that can shift along with the market and your priorities.
Financial Services Offered:
- Portfolio management (personal and business)
- Wealth growth, preservation and transfer
- Family business progression
- Charitable
- Estate
See how our approach to wealth management is centered on your goals.
PERSONAL & FAMILY INVESTMENT MANAGEMENT
Every investment starts with a vision. Including yours. So before we put your strategy together, we want to know: what’s important to you? Why are you meeting with us? What does financial success look like to you? Once we know what motivates you, we can then create a highly customized strategy that will help you reach your short- and long-term goals.
When you partner with Michigan’s Wittenberg Investment, you can be confident that we’ll give you unbiased guidance regarding portfolio management and construction, asset allocations and manager selections. We have an experienced team with proven success in both conventional and unconventional strategies, giving you a broad range of options in one place.
Managing the Market
Wittenberg Investments in Troy, Michigan, always keeps an eye on market trends and industry benchmarks. But when designing your portfolio, we put less emphasis on the label of an asset class and focus instead on how it may supplement the rest of your investments. To do this, you have to have flexible and quick-thinking asset managers. You can trust your manager to create solutions that offer complementary risk-and-return exposures while keeping you apprised of any changes along the way.
Here, responsibility matters.
We don’t take your trust lightly. We hold ourselves responsible for maximizing your investments’ potential for achieving your goals.
We’re practiced and prepared.
Our team is well versed with a variety of clients who have acquired, sold or transitioned both family and private businesses. During this sometimes stressful time, we help our clients understand the right decision vs. the easy one.
Our focus is your future.
The strategies we build for you don’t chase what’s trending. They remain true to your vision and work to preserve and increase your wealth to help you achieve your goals.