Terry Sawchuk Email & Phone Number

We specialize in helping business owners and top-tier execs in the automotive field transition to complete financial independence. We’re an “America First” advisory firm, we put profits over politics and work with successful, proud Americans who hold conservative values and are ready to stop trading their time for money. This is what other top-tier execs and business owners have been telling me lately:✔The workplace has changed dramatically post-Covid ✔The combination of massive US debt, an incoming recession and markets that feel like bubble territory could really hurt my retirement savings✔I'm concerned that capital gains tax will consume too much of the sale of my businessDoes this sound like you? Fortunately, at Sawchuk Wealth, we’ve transitioned numerous business owners and executives to a work-optional life. Here are a few ways we help: ✔ Protect lifestyle and legacy by "disinheriting" the IRS and working to reduce taxes to as close to zero as legally possible.✔ Taking advantage of current tax-laws to reduce or eliminate capital gains taxes on the sale of your business ✔ Risk-managing investments to help avoid major drawdowns by leveraging data and strategies that, until recently, were only available to the ultra-wealthy. If any of this resonates for you, shoot me a direct message, or reach out via the contact information to set up a quick 15-minute phone call to see if we might be a good fit. Phone: 248-269-9700Email: hello@sawchukwealth.com Calendar Link: https://calendly.com/tsawchukSecurities offered through JW Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors, Inc. (JWCA). Sawchuk Wealth and JWC/JWCA are unaffiliated entities. Sawchuk Wealth disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. Our primary regulator, FINRA provides numerous investor education materials. One resource is BrokerCheck which provides information about firms and financial advisors.

Listed skills include Investments, Strategic Planning, Business Planning, Business Strategy, and 3 others.

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  Founder + Chief Wealth Strategist

  Sawchuk Wealth

  Jul 1997 - Present - Troy, Mi

  Since 1997, Sawchuk Wealth has been a trusted financial services firm, offering customized solutions for business owners, executives, and savvy savers, specializing in complex financial matters. As the world undergoes unprecedented changes, it is crucial to be discerning when selecting the right financial advisor.At Sawchuk Wealth, we pride ourselves on our unwavering commitment to traditional American values and an America First agenda. Our viewpoints and values are deeply rooted in the foundation upon which America was built. We believe in transparency, authenticity, and the pursuit of financial success without compromising our principles.With a track record of successfully navigating economic downturns, we have honed our expertise in providing solutions, utilizing tools only available to the ultra wealthy. Our goal is to safeguard and grow wealth, ensuring financial security.In a rapidly changing world, where the pace of transformation is unprecedented, having Sawchuk Wealth on your side becomes paramount. We understand the dynamic nature of the financial landscape and are prepared to guide clients through any economic twists and turns that may arise.As an America First advisory firm, we prioritize the prosperity and well-being of our clients within the framework of conservative principles. We stand proudly alongside those who share our vision and values, offering a unique perspective in the financial services industry.Clients can trust Sawchuk Wealth to be stalwart guardians of their financial interests, safeguarding and growing wealth in challenging times.

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  Lawrence Technological University