This Business Is Not BBB Accredited

Brass Ring Wealth Management

Brass Ring Wealth Management

(248) 913-2321

Brass Ring Wealth Management

20 years in business
7300 Dixie Hwy Ste 800
Clarkston, MI 48346
Additional Phone Numbers
  • (855) 272-7779
Additional Email Addresses
  • nsealey@brassringwealth.com
  • info@brassringwealth.com
BBB File Opened: 01/24/2013
Business Started: 01/01/1998
Business Incorporated: 06/15/2007 in MI
Type of Entity
Corporation
Business Management
  • Mr. Nathan Sealey, Owner
Business Category
  • Investment Management
  • Life Insurance
  • Investment Advisory Services
  • Investment Seminars

Products & Services
Few Restrictions
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Refund & Exchange Policy: 
Fees for services un-rendered are returned.

A+

Overview

 

Pre-Retirement Planning

Whether you are fresh out of college, have 10 years until retirement, or
even a day, we can help get your finances in order and show you the
accounts, investments, and benefits that can help make it successful.

Inter-Generational and Estate Planning

Are you completely certain that your assets will transfer to the people or organizations you care about most, when, and how you want? From avoiding taxes to establishing pensions for your children's, children, we can address these and other concerns ensuring your legacy lives on the way you desire.

Investment Advisory Services

We can work for you on a fee or per diem basis for 401(k) allocations,
consultations, or plan reviews. Our independent investment advice can
be the difference maker. We also can utilize any number of third-party
money managers for custom allocations and solutions.

Tax and Distribution Planning (Retirement Income)

Its not about what you earn but what you keep. Now that you 've retired, how do you want to address your tax situation? Where do you go from here? We assist our clients with tax and distribution planning by designing ways to generate income from their existing assets, protect them and their estate, and minimize what Uncle Sam takes.

College Planning

There is already enough stress when making a college choice.
Allow us to take away some of your worry by setting up a funding
program to help with the cost.

Business Benefits and Succession Planning

We know how difficult it can be to grow an idea, create a workforce, and
still make ends meet. Small businesses are vital to the economy and we
can help with ways to retain key employees, provide benefits to the
owners, the rank and file, as well as prepare for the transition when you
no longer want to work those long hours.

 


Retirement Services
* IRA’s, Roth’ IRA’s, Rollover’s, Simple’s and Stretch 
* Retirement Income / Distribution Planning 
* 401(k) Management /Advisory Services Education Funding
* 529 Plans, Coverdell Savings Accounts,
* UTMA/UGMA's

Investments and Advisory Services 
* Stocks, Bonds, and ETF’s
* Mutual Funds: Open and Closed End 
* REIT’s, Equipment Leasing 
* Unit Investment Trusts 
* Fee-Based / Managed Accounts

Annuities 
* Fixed 
* Equity Indexed 
* Immediate
*Variable

Insurance 
* Life, Health, Disability 
* Long-Term Care 
* Wealth Transfer / Estate Planning / Charitable

Small Business Services
* Retirement Plans 
* Business Succession Planning

 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:00 AM-6:00 PM
T: 8:00 AM-6:00 PM
W: 8:00 AM-6:00 PM
Th: 8:00 AM-6:00 PM
F: 8:00 AM-6:00 PM
S: 10:00 AM-2:00 PM
Su: Closed
H: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Brass Ring Wealth Management

This Business Is Not BBB Accredited

Brass Ring Wealth Management

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed