About Us

Wealth Management Services is a different kind of investment firm. We provide individuals and companies with investment plans that are incredibly smart, infinitely thorough, and actually based on their unique needs and goals. Working in concert with LPL Financial, makes Wealth Management small enough to give our clients the personal attention they need, yet large enough to employ a national network of resources. “We bring Wallstreet to Mainstreet.”



Mission - To empower clients to make informed financial decisions by providing outstanding personal service and unbiased investment strategies.



Vision - To be recognized as a successful and respected financial center known by our clients for our professional knowledge, integrity and exceptional service.		  
 
   
 

Our Wealth Vision Tool
You already know the questions. To learn more about how to get the wealth management solutions, click here.

  


Alliance Program
You already know you’d like to grow your business. To learn more about how you can grow leaps and bounds, click here.
   
 
  Core Values
  1. INTEGRITY: We conduct ourselves in an honest, trustworthy and ethical manner at all times.
  2. KNOWLEDGE: We provide experience and expertise to our clients.
  3. TEAMWORK: We cooperate, share, assist, and continually show respect and professionalism to fellow associates, clients and partners.
  4. PERSONAL SERVICE: We go above and beyond to exceed our clients’ expectations.

Wealth Management Philosophy

Our dynamic total wealth management approach is customized to meet your unique financial needs and objectives. We follow a comprehensive six-step process designed to determine the optimal approach to managing your assets.
  1. DISCOVER: Discover a clear understanding of our client’s priorities and objectives while assessing their risk tolerance.
  2. EDUCATE: Educate clients on the risk reward characteristics of different asset classes and economic concepts and their contribution to the overall portfolio.
  3. OBSERVATIONS: Fully analyze and evaluate our client’s current situation to give the input and advice needed for them to make timely, informed decisions.
  4. RECOMMENDATIONS: Recommend to our client’s the appropriate asset allocation strategy using an optimal blend of investment products.
  5. IMPLEMENTATION: Implement our clients investment portfolio using the investment methodologies employed to construct their portfolio.
  6. ACTIVE MANAGEMENT: Regular review of the portfolio performance, client’s objectives and circumstances.
  
 


42714 Woodward Ave., Suite B  |   Bloomfield Hills, MI 48304  |   Phone: (248) 334-9600   |   Fax: (248) 334-9603  |   david.petoskey@lpl.com

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