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Our Services

  • Are you a fiduciary?
    Yes, we are professionally obligated to put our clients' best interests as the primary objective in our decision-making process for building their portfolios.
  • Will I have online access to my account?
    Yes, if you would like to have online access, we can set you up for that. Below is the link to that homepage: https://oneview.v2020-sai.com/
  • What do I need to bring to the first meeting?
    Before our first meeting, we will send you a Welcome email. Included in this email will be the following items: 1. Topics we will discuss. 2. Onboarding process should you decide to become a client. 3. Items to bring to the first meeting. Since this is our first meeting, we understand if you don't want to bring any information. However, the more information we have - the more productive we can be to answer your questions and see if we're a fit to work together.
  • Is there an asset minimum?
    We do not have an asset minimum. However, there are two tiers of investment service that we can offer based on one's investable assets. More than anything, it has to do with our ability to manage accounts efficiently and effectively. Regardless of asset size, we treat every client with the same level of respect and promptness. Below is an example of those tiers: $0 - $29,999 = Placed into our Actively Managed ETF Model (Exchange Traded Funds) $30,000 + = Placed in our proprietary models built with individual stocks and ETFs.

 

Check the background of your financial professional on FINRA's BrokerCheck.

Osaic Securities Form CRS

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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The Wealth Advantage Group is registered to do business in:

AZ, CA, CO, FL, GA, IL, IN, MA, MI, NE, NV, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA.

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PLEASE NOTE:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.

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The 2016 Northville Record's People's Choice Award is based on annual voting by residents of Northville, MI.  Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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