Broker Check

Wealth Management — Statewide Michigan
Giving You Confidence for
Life's Journey

We go above and beyond to ensure every member feels valued,
providing personalized guidance, thoughtful advice, and a level
of care that exceeds expectations.

Schedule a Call Explore Services

How We Help
Who We Serve

Whether you're an individual planning for what matters for you and your family or a business owner building long-term value, we serve you. We take the time to listen to your story and understand your goals, helping to build a practical plan that truly fits your life. By offering clear and straightforward guidance, our aim is to help you feel comfortable and confident about your financial future.

Pre-Retirees & Retirees


Pre-Retirees &
Retirees

Clients within 5-10 years of retirement looking to maximize Social Security, transition assets, and construct durable income streams.

Medical Professionals


Medical
Professionals

Specialized guidance targeting high debt management, practice transitions, unique risk mitigation, and tax-efficient investments.

High-Net-Worth Individuals


High-Net-Worth Individuals

Advanced multi-tiered wealth preservation solutions, custom legacy building, and unique family office capabilities.

Business Owners & Corporate Executives


Business Owners & Corporate Executives

Tailored strategies for corporate benefit coordination, executive compensation options, 401(k) setup, and transition planning.

Explore Our Services
About Michigan FirstOur Core Foundations.

About Michigan First
Our Core Foundations.

At Michigan First Wealth Management Group, our business philosophy is anchored on two irreplaceable milestones:

  • Pursuing Personal Goals: Helping clients systematically pursue their personal, retirement, and multi-generational family goals.
  • Building Deep Trust: Earning your long-term confidence by practicing absolute integrity, transparency, and relentless reliability.

Our Process
Your Journey Begins Here.

Schedule a Call

Step 01
Discovery

We sit down to explore your current circumstances, surface unspoken financial anxieties, and define your true lifelong goals.

Step 02
Presentation

We map out specific solutions tailored exclusively to your footprint, explaining the 'why' and 'how' behind every single moving piece.

Step 03
Set Up

Our team coordinates account configuration, transfer mechanisms, and asset placement smoothly to avoid unnecessary market disruptions.

Step 04
Ongoing Reviews

Your life and the markets never stand still. We execute consistent strategic reviews to optimize performance and align with changing objectives.

Contact Us
Start a conversation
with our team.

To serve our statewide Michigan demographic seamlessly, we maintain prominent local offices across multiple locations:

  • Lathrup Village 
  • 27000 Evergreen Road
    Lathrup Village, MI 48076
    (248) 443-4619
  • Grand Rapids 
  • 1815 Breton Rd. SE
    Grand Rapids, MI 49506
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