Dedicated to your finances, your family and your future
The Birmingham Investment Group is committed to working closely with you to meet the challenges you face throughout your life. We are dedicated to each generation of your family, providing comprehensive wealth management and personalized investment guidance. That commitment forms the foundation of our values:
- We are an experienced, credentialed team who truly cares about what’s best for you. Our team is made up of Certified Financial Planner™ practitioners, Certified Investment Management Analyst™ practitioners, Chartered Retirement Plan Specialist™ practitioners, Chartered Financial Analyst™ practitioners, and Chartered Mutual Fund Counselor™ practitioners.
- We offer the highest level of personalized service and global access to help make sure you feel confident about your financial future
- We are problem-solvers who provide the accountability of a committed network of financial professionals
Birmingham Investment Group
888-523-7172
855-789-5804
325 North Old Woodward Ave
Suite 200
Birmingham, MI 48009
Our Comprehensive Wealth Management approach
Our process begins with a comprehensive financial plan to identify your goals and help organize your financial life. We provide analysis and recommendations across numerous aspects of your family’s finances. We can collaborate with your estate planning attorney, CPA and other professionals to ensure all recommendations are aligned with your personal needs and are executed properly. We will meet with you regularly to ensure your financial plan and investment portfolio continues to align with your ever changing financial and personal situation.
Financial planning
A financial plan is your road map for a confident future
Financial planning is more than just a retirement strategy. We provide our clients with advice on all aspects of their financial life.
UBS Wealth Way
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions:
Investment management
Keeping our focus on the future
Following the financial plan, a custom investment portfolio is designed to specifically address your personal needs.
Multi-Generational Wealth Management
Helping you plan for the future
We're committed to helping preserve the financial independence of each generation. That's because our team of professionals understands the connection between wealth and family.
UBS Wealth Way
Understanding your life, your wealth and what you want to accomplish is how we work together.
Business owners
Business transition and succession solutions
Our team works with internal and external partners to help you grow your business to enhance the impact it will have on your family's financial well-being. This includes assistance with lending, cash management, employee benefits and buy-sell planning to help maximize your business’ potential. When you’re ready to monetize the business’ value, we will provide guidance through a sale or a transition to family members or employees. Our business owner clients receive pre-sale financial planning to help them understand how the sale proceeds will shape their retirement, and post-sale planning to ensure they maximize the proceeds and effectively transition their wealth to future generations.