WealthMap Advisors

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Need help with your financial plan? Schedule a phone call using this link: https://calendly.com/cfidemo_jade/15min At WealthMap Advisors, our mission is to be a resource for those seeking expert advice on investments, retirement and money management. We create tailored financial solutions for our clients because we believe financial planning should be customized to reflect your life’s goals beyond just your finances. WHO WE SERVE We work with anyone interested in investing, from millennials to retirees, and serve clients in Michigan and most other states. Pre-retirees typically work with us because of our dedication to creating trusted relationships, allowing them to them feel confident in their plan. We specialize in helping professionals and families protect their lifestyle and their legacy. With more than three decades in financial services, we saw more and more clients with similar needs. That’s why we built a practice that specializes in working with: •small business owners •executives (and nice people who need financial plans) Each needed more than the usual investment-focused service that most firms offer. Our founder saw that, while many business owners planned to retire and pass down their business, very few of these clients had a retirement or succession plan in place. He also saw how executives were interested in investing but did not have the time to manage their investments. These groups needed investment advice and estate plans to protect the investments they worked so hard to grow. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: MI, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, MT, NC, NJ, NY, OH, RI, SC, TN, TX, VA, WA, WI. WealthMap Advisors and Centaurus Financial are not affiliated.

Company Details

Employees
2
Founded
-
Address
2701 Cambridge Dr.,
Industry
Financial Services
Website
http://www.wealthmapadvisors.com
Keywords
Financial Services, Financial Planning, Investments, Retirement Planning, IRA, Portfolio Management, Estate Planning, 401k, Alternative Investments, Investment Strategies, Financial Advisor, Wealth Management, Life Insurance, Long-term Care, Mutual Funds, Retirement, Strategic Financial Planning, Risk Management.
HQ
Auburn Hills, Michigan
Competitors
Centaurus Financial, Inc.®.
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