For over two decades we have encouraged, educated, and motivated our extended family. We stand beside you each step of the way, making sure the plans we create are effective and moving you towards the life you desire. From the moment you step in our office, you will see and feel a different approach. We strive to be included in your lives and you in ours. We seek to be your partner, not just a coach.

 

Our Story

We do not want to work with everyone. Only the individuals that share our desire to make their lives better through valued partnerships, not those looking for transactions. Our decades of experience, industry licenses and credentials, and non-proprietary options have our clients feeling confident about their futures. The outcome is a community of individuals and families' vested in our joint success. Our casual and focused approach helps reduce anxieties that exist when discussing money. Our explanations are not jargon and are relevant and easily understood. These conversations take the mystery out of wealth management. Brass Ring Wealth Management was founded on the desire to be different from the traditional -firms, brokers, and insurance agents you see today. We value our independence compared to franchises or big box firms. We have no limitations in services or investment options.

Our Team

Philosophy

As an individual, family, or business it is our belief that we all share similar ideals, however, it is your ability to dream that makes your vision, large or small, unique. Your values paint a picture of what you want to achieve.

Awards & Accolades

As an indicator of the quality of the services we provide, Brass Ring Wealth Management is proud to have been recognized with numerous awards and accolades over the years to include:

 

Five Star Wealth Manager - 2019

Hour Magazine and DBusiness Magazine Five Star Wealtch Management Award - 2010, 2012, 2013, 2014, 2016, 2017, 2018

Hour Magazine Faces of Detroit Issue, Face of Wealth Management - 2015

Fidelity Investments - 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019

Advisory Council - 2017, 2018, 2019

Jackson National - 2013, 2019 All Star

NEXT Financial Group Top Producer - 2011, 2012

WE2 Top Producer - 2011

Better Business Bureau A+ Rating