Brass Ring Wealth Management

Brass Ring Wealth Management

Offers online services
Offers online services




Brass Ring Wealth Management is an independently run family-owned Corporation based in Clarkston, Michigan. We have no obligation to work with any specific firms, agencies, or products except the ones that keep your interests in mind.

Our professionals have over 65 years of experience specializing in investment, tax, and retirement income planning. Our custom programs help reduce certain risks that can harm your personal and business assets and retirement, as well as provide for your income, investment, and insurance planning needs. We help ensure that your estate, portfolio, and tax situation match up with the purposes that they are intended.

You can achieve a better understanding of your finances and make better decisions to protect what you've worked so hard to build. Become more confident in your ability to care for yourself and your family by the strength of our relationship.

Simple, effective, convenient, reach for the Brass Ring.

The ability to see clients progress from starting a savings plan all the way to retirement and gaining confidence knowing they're on the right path.


5 employees
27 years in business
Serves City Of The Village Of Clarkston , MI
Offers online services

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Frequently asked questions

We utilize traditional and non-traditional investments, fee-based programs, as well as structured products in our retirement income planning and wealth management.  Our focus is on creating tax efficient programs for clients that allow them to fill their and their families lifelong needs.  We utilize the latest technology, investments, programs to create a solution that makes sense.  It is far easier to avoid a mistake than to correct one.  We take our time crafting your solutions and pay attention to the items that are most important to you, not just rate of return and yield.  It's not about managing money; it's about achieving your goals.  We can't control the markets, interest rates, or the government, but we can control how much you pay in taxes, where your distributions come from in retirement, and how you feel about your investment strategy. Please take some to familiarize yourself with our site and learn why so many have come to benefit from reaching for the Brass Ring.

Chartered Financial Consultant, ChFC    | Chartered Life Underwriter, CLU  | Certified Advisor for Senior Living, CASL

Series 4, Registered Options Principal | Series 7, General Securities Representative
Series 24, General Securities Principal  |  Series 51, Mutual Fund Securities Principal
Series 65, Uniform Investment Adviser | Series 63, Uniform Securities Agent 
Life, Health, and Variable Contracts Insurance Licenses

Hourly Planning Rate   $200

Client Discovery and Organization   $400

Estate Planning Review   $400

Charitable Giving   $400

Qualified Retirement Plan Review (401k), 403(b), 457, SEP, Simple  $400

Portfolio Review and Morningstar® Analysis

Risk Assessment, Investment Comparison, and Asset Allocation  $500

College Education Planning

College Funding, Plan Comparison, Cost Estimates  $400

Insurance Policy and/or Life Insurance Review  $400

Retirement Planning/ Financial Forecast

Retirement Income Projection, Asset Allocation and Risk Assessment, Beneficiary Review $1,500

Roth Conversion Analysis    $350

Comprehensive Plan All Services    $5,000

Emoney Subscription    $50


RIight after Graduation I started with an independent office in Bloomfield Hiills before breaking away on my own.

All types.

March Madness!

You need to be certain that your personalities are compatible. you also need to be aware of what licenses they have. Knowing what your advisor can and cannot offer colors the recommendations that they may make.

You should make an laundry list of all things financial. Prepare a budget, gather up statements of investment accounts and pensions etc. and have a written set of priorities or goals that you wish to accomplish.

Services offered

Financial Services And Planning