About Us


Informal:  wealth, success, or a prestigious position considered as a goal or prize.
Origin: from the practice of picking a ring from a box while riding a merry-go-round:
whoever selected a brass ring received a free ride, the brass ring,
as a term also means striving for the best, or living life to the fullest

Brass Ring Wealth Management Profile


BRWM is a family-owned Corporation based in Clarkston, Michigan. We specialize in tax and retirement distribution planning allowing our clients to keep more of what they earn.  We utilize traditional and non-traditional investments, fee-based programs, as well as structured products in our retirement income planning and wealth management.  Our focus is on creating tax efficient programs for clients that allow them to fill their and their families lifelong needs.  We utilize the latest technology, investments, programs to create a solution that makes sense.  It is far easier to avoid a mistake than to correct one.  We take our time crafting your solutions and pay attention to the items that are most important to you, not just rate of return and yield.  It's not about managing money; it's about achieving your goals.  We can't control the markets, interest rates, or the government, but we can control how much you pay in taxes, where your distributions come from in retirement, and how you feel about your investment strategy. Please take some to familiarize yourself with our site and learn why so many have come to benefit from reaching for the brass ring.

"An Investment is Not a Plan."

© 2014 All Rights Reserved - Brass Ring Wealth Management Inc.

7300 Dixie Hwy Ste# 800, Clarkston, MI 48346

info@brassringwealth.com | Toll Free: 855-BRASSRW | Local: 248-913-2320 | @brassringwealth | Fax: 248-927-0336

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brass Ring Wealth Management is not affiliated with Kestra IS or Kestra AS.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.For additional information, please contact our Compliance department at 844-553-7872.

Copyright 2016 - Brass Ring Wealth Management. All rights reserved.