Personal Wealth Management, LLC
Investment Bank/Securities Brokerage - Commerce Township, MI, US
Personal Wealth Management, LLC Employees
Personal Wealth Management, LLC Details
The Primary Mission of my firm is to provide Solutions that are ACTIONABLE to help individual and Institutional clients achieve their specific goals and objectives, SIMPLE! I offer Alternative Strategies that compliment the more traditional within Investment Portfolios / Retirement Income needs / Estate and Legacy Planning solutions. My clientele is quite diverse and include both accredited and non-accredited Baby Boomers (like me), their children as well as institutional and non-profit organizations. To compliment traditional stock and bond security offerings, I utilize Managed Futures via separately managed Commodity Trading Adviser strategies. Other Alternative Investments strategies include Peer to Peer Lending Prime Meridian Income Fund, and Small Business Lending funds, Non-Traded REITs, Guaranteed Income Annuities, Life Insurance as well as Insurance Based Retirement Income strategies.IT IS MY BELIEF that you stand a higher probability of achieving your personal retirement income and legacy planning needs by blending "Non Correlated Alternative Strategies" with traditional global stock and bond asset allocations.You do not have to believe me! But, I encourage you to study what Nobel Laureates, Wharton School Professors, University Endowment Personnel and others have written extensively on the importance of including Non or Low Correlated Investment Strategies..
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