3,069 Detroit wealth managers were considered for the award; 322 (3.3 percent of candidates) were named 2018 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, IN, KY, MA, MI, NC, OH, PA, TX, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, IN, KY, MA, MI, NC, OH, PA, TX, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Services
The Village Wealth Management Team's approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual's current lifestyle, goals, and aspirations.
The first step to cash flow planning is to examine where you're spending your money. Cash flow analysis involves tracking your spending and then analyzing the results. With this information, we can identify opportunities for improving your cash flow and optimizing your resources. Tax planning is the analysis of the individual's financial situation in order to legally maximize tax breaks and efficiently minimize liabilities.
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan. When it comes to the amount of your social security benefits, you have a choice in the matter.
Reviews (10)
Lansledo
Dec 18, 2021
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Dennis Smith
Aug 29, 2021
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Mark and his team are directly responsible for helping achieve our goals for retirement (early). They managed the portfolio, presented options, and provided comfort in those choices by explaining in terms that are easy to understand.
They treat us like family/friends and have assisted many times with situations that might be considered out of the normal realm of their business.
We thank them for this and look forward to doing business with them for years to come.
They treat us like family/friends and have assisted many times with situations that might be considered out of the normal realm of their business.
We thank them for this and look forward to doing business with them for years to come.
Scott Hatkow
Aug 23, 2021
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Nate Hyde
Aug 22, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I believe the team at VWM is dedicated and working with my family’s best interests for the future. They have superseded every goal and expectation that was set. I have recommended VWM to all my family and friends and encourage you to join today! Thanks Mark, Isaiah, Colleen and Michelle
I believe the team at VWM is dedicated and working with my family’s best interests for the future. They have superseded every goal and expectation that was set. I have recommended VWM to all my family and friends and encourage you to join today! Thanks Mark, Isaiah, Colleen and Michelle
Scott Altenburg
Aug 17, 2021
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Mark, Isaiah and the Team at Village Wealth Management are continuously monitoring not only the World Markets but the pulse of the economy, political climate, regulatory issues and legislation. They always seem to be one step ahead whenever change occurs. While capital and wealth are certainly a priority in this office, it goes much further. The team focuses on family and the life events that affect us all. They are compassionate and attentive to not only Market changes but changes in our everyday lives. You really have to give these folks a call, you won't regret it!
Carolyn Pfeifer
Aug 11, 2021
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Josh Adkins
May 25, 2021
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Ross Terrasi
May 12, 2021
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Ashleigh Rippee
Apr 29, 2021
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Have you been wondering how to help your kids save!? Or get them involved in choosing how to invest in their future? Are you like me, and your kids savings accounts have gained about .05 per year in interest for the whole years, for many years?!? Ask Isaiah Bross what you can do for your family. Do you want to save, gain more interest, invest, retire? Whatever you need, he’s the man with the answers! They will customize a plan that works for YOUR goals! Check out Village Wealth Management, you won’t regret it. We love how easy the app is to use as well, to keep an eye on our investments!
Cathy Bross
Nov 11, 2019
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