Brass Ring Wealth Management
20 years in business7300 Dixie Hwy Ste 800
Clarkston, MI 48346
Additional Phone Numbers
- (855) 272-7779
Additional Email Addresses
Find a Location
Type of EntityCorporation
- Mr. Nathan Sealey, Owner
- Investment Management
- Life Insurance
- Investment Advisory Services
- Investment Seminars
Products & ServicesFew Restrictions
Licensing, Bonding or RegistrationThis 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.
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.
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.
* 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,
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
* Equity Indexed
* Life, Health, Disability
* Long-Term Care
* Wealth Transfer / Estate Planning / Charitable
Small Business Services
* Retirement Plans
* Business Succession Planning
BBB Reason for Ratings
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.
Out of Business
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.
Misuse of Better Business Bureau Name/Logo
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.