Thank you for your interest!

Please complete the form and we will be in touch.

Name *

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How did you first hear about us? *

Are you looking for a firm to manage your investments in addition to comprehensive wealth planning?*

Please indicate your range of investable assets? *

How can we help? Please note that we are a full-service firm and do not offer an hourly fee or a one-time project fee option.

Our Location

Rochester Wealth Strategies

439 S Main St, Suite 250
Rochester, MI 48307

(248) 434-6550

[email protected]

Please feel free to stop by our office in beautiful Downtown Rochester, the heart of our community.

What to expect when you meet with us:

Initial Call

Consultations are always complimentary. Where many advisors charge prior to giving any advice, we use our consultations as a way to share our value and offer as much substance as possible.

Our First Meeting

A first meeting with our firm is simply an opportunity to get to know one another. We are there to answer any questions you have along with sharing a little more about our approach and our investment philosophy.

The first meeting is also used to gather sufficient information to run a comprehensive financial plan. As such, we will discuss estate planning, taxes, real estate, income, social security, pensions, debt, investment accounts, insurance, healthcare, succession planning, family support, and retirement objectives. This meeting will typically run about two hours.

We promise to never sell you anything or ask you to become a client this early in the process.

Our Second Meeting

About a week later, we will meet a second time to review the financial plan, go over a suitable investment approach, and suggest an appropriate action plan. From here, you are more than welcome to take some time to make a decision as to whether you feel we may be the best fit.