Wealth Management
Is your wealth planning on the right track?
You’ve built your foundation — we can help strengthen it. At ²ÝÝ®ÊÓƵ, our purpose and passion is helping you accomplish your goals. We’re here as a network of financial advisors to guide you through the complexities and challenges of financial life planning, so you can concentrate on what matters most.
Wealth Management Services
Leveraging Professionals for Your Wealth Planning Journey
Partnering with professionals in your wealth planning journey is a vital step in empowering your financial goals. The ²ÝÝ®ÊÓƵ team offers tailored strategies and insights based on years of experience to help assess your current financial situation, set achievable objectives, and develop a comprehensive plan that aligns with your needs. From identifying tax-saving opportunities to optimizing investment portfolios, our wealth planning professionals help guide you in protecting your assets through trusts and estate planning. They also help you leverage tools and resources that simplify your most complex financial decisions, to help ensure that your wealth is managed effectively now and for the future.
Financial success defined by you
Every client we partner with has different needs and objectives. Understanding your definition of success is essential to developing strategies that help you thrive. We don’t believe in one-size-fits-all solutions – our goal is to help you achieve the freedom to live your priorities from education planning to retirement planning and beyond.
A team of financial experts collaborating on your behalf
When you work with ²ÝÝ®ÊÓƵ, you work with an experienced group of advisors who are always on your side. Our multifaceted team of experts is in constant collaboration — financial planners and CPAs work together on your behalf alongside a network of seasoned professionals who specialize in every area of wealth planning. Partnering with you, we develop a financial plan that puts your specific opportunities, goals, and risks into focus. Empowering you to meet your objectives with smart, future-thinking solutions is what we collectively strive for every day.
To learn more about the professional history of our financial advisors, please visit .
Featured Wealth Management Resources
Important links:
Business Continuity Policy
Investment advisory services offered through ²ÝÝ®ÊÓƵ Wealth, a Registered Investment Advisor. Securities offered through ²ÝÝ®ÊÓƵ Financial Network, LLC, member FINRA/SIPC. Insurance Services offered through ²ÝÝ®ÊÓƵ Insurance Group.
We’re here to help.
Just send us a note and we’ll do our best to get back to you as quickly as possible.
Ryan H. Sullivan, CFP®
Managing Director of Wealth ManagementPrincipal
231.946.3230
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