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Our Story
At Brass Ring Wealth Management, we’ve spent more than two decades educating, empowering, and guiding individuals, families, and business owners toward financial confidence. From your first visit, you’ll notice our approach is different—personal, collaborative, and rooted in long-term relationships.
We’re not just financial advisors—we’re partners in your journey. Whether you're planning for retirement, growing your wealth, or protecting your legacy, we stand beside you every step of the way to ensure your financial plan is clear, effective, and aligned with the life you want to live.
We don’t try to work with everyone—and that’s intentional. We work with individuals and families who genuinely want to improve their financial lives through a real partnership, not just a quick transaction. Our clients value clarity, independence, and straight answers, not jargon.
Whether you're just starting out, juggling family finances, growing a business, or closing in on retirement, we help guide smart decisions through every stage of life. That includes everything from 401(k) rollovers and Roth IRA conversions to retirement income planning, tax-efficient investing, business transitions, college funding, and estate strategies.
We bring decades of experience, industry credentials, and a completely independent, non-proprietary approach—meaning we’re not pushing products, we’re building plans. Our style is casual, focused, and built around reducing the anxiety that so often comes with money conversations.
We want our clients to walk away with clarity, confidence, and a sense of control over their financial future. The outcome is a connected community of people who are truly invested in our shared success. If that sounds like the kind of relationship you’re looking for, we’d love to talk. Make a decision to reach for the brass ring and join us today.
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
