Peak Wealth Management

Family Legacy Wealth Partners is a financial services company based in Plymouth, MI, offering a personalized approach to managing wealth. With a team of experienced professionals, they provide comprehensive financial planning and advice that encompasses all aspects of their clients' lives, aiming to create enduring relationships and make an emotional investment in their clients' families across generations. With a pragmatic approach to wealth management, Family Legacy Wealth Partners caters to families, retirees, and women investors, understanding the unique challenges they face and offering tailored solutions. Backed by the expertise and resources of Raymond James, one of the largest independent financial services companies in the country, they strive to apply their knowledge effectively in pursuit of their clients' goals and objectives, ensuring vital resources for success.Generated from the website

Here at Richard W. Paul & Associates, we are committed to educating our clients about their investment options so that they can make sound decisions on their financial path. Our financial advisors will help you create a wealth management plan with specific goals and strategies, so you can worry more about your life and less about your money. We are proud that this is a family business that also has the tools and strategies that are available at larger firms. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Novi, MI area, William Fay will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.