Located in Troy, Michigan we're committed to working with individual families and businesses to plan for their future and provide financial growth opportunities and stability. We're here to answer your questions, provide insight into the best investments and strategies for your goals, and arm you with resources to help guide educated decisions.
We provide professional and experienced financial advising, tailored to each clients individual needs. As a wealth management firm, we are on your side, and our interests are aligned with your interests. We understand that you want honesty, integrity, and performance when working with a financial advisor which is why we take time to know you, your needs, and financial goals.
We provide professional and experienced financial advising, tailored to each clients individual needs. As a wealth management firm, we are on your side, and our interests are aligned with your interests. We understand that you want honesty, integrity, and performance when working with a financial advisor which is why we take time to know you, your needs, and financial goals.
Services
For Ken Wittenberg, wealth management isn't just what he does. It's how he communicates. A native of the Detroit area, he grew up watching his family manage the family business. Seeing the interplay among his relatives about how the big investment decisions got made led Ken to takeaways that he would take to his career and inform his investment strategy.
At Wittenberg Investment, we approach wealth management with a focus on your passions and goals to help you align a strategy that's not only the best for your portfolio, but also for your entire financial future. We work alongside a highly motivated and ethically driven network of families, foundations and individuals who are focused on ambitions greater than themselves.
At Wittenberg Investments, we believe financial planning to be an exciting process, not an intimidating one. So during our one-on-one meetings with you, we'll outline your goals and create milestones that will help keep you motivated and dedicated to your custom financial strategy along the way. There's nothing more rewarding than seeing your financial future take shape.
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Boca Breeze
Jun 04, 2018
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