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At Stalt Financial, we believe a sound financial plan is more than the sum of its parts. Our firm is founded on the principle that proper financial planning is much more than investment management or reliance on a financial product. Our process is built on collaboration and is designed to focus on our clients’ specific goals and vision for the future.

We primarily help a few specific groups: business owners working to identify and address their Wealth Gap, families who have loved ones with special needs, and high net worth professionals and their families.

Wealth Strategies Group, LLC is an independent, comprehensive financial services firm. Our mission is to reduce your stress and help you simplify your financial life.

The financial planning and investment advisory business is just as much about relationships as it is about dollars and cents. We build relationships with clients based upon shared values, treating clients like family and friends. 

We take the time to explain everything so you feel comfortable, confident, and in control of your money. We work with many of the finest financial institutions in the world to obtain the products and services that fit our client’s needs. Our customized programs are designed to diversify your investments and manage your wealth while delivering a high level of personalized service. Wealth Strategies Group, LLC maintains professional associations, memberships, and designations to ensure we are always up-to-date on any changes within the industry, tax and estate legislation, and investment programs. 

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 248-680-4622. We look forward to hearing from you.