Caitlin John

Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan, offering a powerfully personal and transparent approach to financial planning and wealth management. With over fifty years of experience, they provide a range of services including asset management, strategic tax planning, and wealth transfer strategies for both individual and institutional investors. Their mission is to deliver refined and forward-thinking financial strategies, driven by a foundation of ethics and performance standards focused on stewardship. NRI Max Net Retirement Income MaximizationTM (NRI Max) is their proprietary planning process that helps clients think differently about planning for their retirement, while their Smarter Way approach to investing employs tactical and discipline-driven portfolio management to seek growth opportunities while mitigating risk. They also specialize in advanced tax planning, simplifying complex concepts like 1031 Exchanges, DSTs, and QOZs to help clients make informed decisions. With a focus on education and client engagement, Caitlin John aims to provide personalized solutions to help clients achieve their financial goals.

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