Wealth Management

We'll create a personalized strategy just for you.

Everyone has a unique vision for their future. When it comes to helping you pursue your financial goals, Michigan First Wealth Management Group uses a holistic approach to tailor a financial plan to match your needs and help you feel confident in your financial future.

The partnership between Michigan First Wealth Management Group and LPL Financial opens the door to comprehensive investment resources and experienced financial advisors for all members.

Michigan First Wealth Management Group is happy to schedule a no-cost, no-obligation meeting to assist you in planning for your financial future. Simply email the team using the contact form below or call 248.443.4619 to request an appointment.

Products & services

How can the Michigan First Wealth Management Group help you? Below are just a few of the services we offer.

• Retirement planning
• Investment strategies
• Estate planning and trust services*
• College savings plans
• Financial management
• Strategies focused on growing your wealth
• Insurance
• Guided Wealth Portfolios (self-directed investments)

Since Michigan First Wealth Management Group offers no proprietary investment products and has no investment banking operations, they can make informed recommendations based on strategic market research to help you work toward your personal goals. In other words, they are invested in you first.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and advisory services are offered though LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Michigan First Credit Union and Michigan First Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Michigan First Credit Union and may also be employees of Michigan First Wealth Management Group or its affiliates. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Michigan First Credit Union or Michigan First Wealth Management Group. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered and licensed. No offers may be made or accepted from any resident of any other state.

Michigan First Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS.