The Meldrum Group - UBS Financial Services Inc.

The Wealth Strategy Group - UBS Financial Services Inc. in Birmingham, MI is a team of experienced wealth management professionals dedicated to providing comprehensive financial planning and investment strategies tailored to the individual needs of their clients. With a focus on building long-term relationships and delivering quality client service, their team of experts offers personalized solutions for investment, insurance, and legacy planning, helping clients pursue their financial goals with confidence. Led by Managing Director Jerry Norris, a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA), the team at The Wealth Strategy Group brings a wealth of knowledge and expertise to guide clients through various market cycles. They are committed to understanding what matters most to their clients and working together to create customized plans that help them stay on track towards their financial objectives. Whether it's retirement planning, estate planning, or investment management, The Wealth Strategy Group is dedicated to being their clients' primary source of financial advice.Generated from the website

Succession Wealth Partners, part of UBS Financial Services Inc, is dedicated to being a primary source of comprehensive financial advice, emphasizing quality, integrity, and teamwork. With over 80 years of collective experience, the firm prioritizes the financial well-being of families and businesses, offering personalized strategies and fostering close relationships to ensure long-term success and succession planning. The team at Succession Wealth Partners specializes in various areas, including business transition planning, retirement plan services, and navigating a changing tax landscape. Their collaborative approach allows them to tailor solutions that align with clients' goals while leveraging the insights of a global wealth manager for effective account management and investment strategies. Generated from the website

Founded in 1939, the team at Schechter Wealth Strategies has been providing families and their advisors uncommon solutions to preserving, leveraging and transferring billions of dollars of wealth as well as the management, analysis and servicing of life insurance portfolios. Schechter Wealth Strategies is an NFP company. National Financial Partners is a leading independent financial services firm focused on high net worth individuals and growing entrepreneurial companies. NFP operates a national network consisting of more than 175 owned and 320 member firms and is one of the largest distributors of insurance products of the country's premier insurance companies. The relationship provides its clients with distinct advantages in the marketplace because NFP is able to negotiate with insurance companies to obtain the highest levels of attention and service. Schechter Wealth Strategies maintains a location in Birmingham, Mich.