To borrow an analogy from business, the team serves as a client's "Personal CFO" - looking at the whole financial picture to help meet each client's financial objectives, while minimizing risk.
Our team uses custom built strategies when helping clients make investment choices.
The team brings together experience and strength in the most significant areas of wealth management.
- Core Strategies
- Investment Planning
- Alternative Investments
For retirement and investment planning, the team uses a process, grounded in business fundamentals, to map clients' income and cash flow versus expenses. This should be an important part of making the right individual investment decisions.
As part of the commitment to working on clients' complete financial picture, the team has access to the latest planning and analysis tools and can be a part of helping to make financial decisions, such as estate investment planning and access to lending services through Wells Fargo affiliates.
The team is in frequent contact with clients. With markets and the economy changing quickly, it is vital to communicate often.
The members of the team - Neil, Ron and their staff - are committed to being active members of the Ann Arbor and surrounding community. They hold leadership positions in a variety of non-profit organizations supporting causes that reflect their respective values and interests.
The Weissman Eppler Investment Group of Wells Fargo Advisors, Wells Fargo Clearing Services, LLC and its affiliates do not provide legal or tax advice. However, its Financial Advisors will be glad to work with you, your accountant, tax advisors and/or lawyer to help you meet your financial goals.