Custom Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Custom Wealth Management, LLC is an SEC‑registered investment adviser that works with individuals, high‑net‑worth individuals, families, and trusts, providing discretionary investment management, integrated financial planning, and limited consulting services. The firm also offers standalone financial plans and may allocate portions of portfolios to independent sub‑advisors or model managers as part of its service mix.
The firm employs an active, asset‑allocation oriented approach with periodic rebalancing and uses fundamental, quantitative, and technical analysis as part of its investment process. It has a notable specialization in bank‑issued structured notes — including barrier and buffer income notes and growth notes that reference baskets of ETFs with typical three‑ to five‑year terms and downside buffers of roughly 25–40% — and it manages reinvestment of called notes, ongoing barrier monitoring, and may recommend Roth IRA conversions when notes trade below par (coordinated with a client’s tax advisor).
A distinctive feature is an affiliated insurance agency, Custom Wealth Solutions Inc.; some advisory personnel are licensed insurance agents who may recommend life, long‑term care, and annuity products and receive commissions for insurance sales, a conflict the firm discloses and addresses in its policies. In structured‑note activity the firm solicits pricing from multiple bank issuers, states it receives no compensation from issuers, and relies on custodian‑provided fair market values for client reporting and fee calculation.
Client services
Expertise
Fee options
Fixed financial planning fees starting at $1,500, 100% due upon engagement
Up to 1.50% annually with discretion to negotiate alternative fees on a client-by-client basis
$80-$120/hour for consulting and financial planning services when billed hourly
Main office
41081 Ann Arbor Rd E
Plymouth MI 48170
Advisors at this office
3
Most active in
Michigan
Also doing business as
Custom Wealth Management · Custom Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Michael W
Series 63, Series 65
Plymouth, MI
Custom Wealth Management
Michael Windle II is a financial advisor at Custom Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management and Kalos Management. Outside of his advisory work, he is involved in an entrepreneurial venture selling Legos through Dark Side of Bricks. Custom Wealth Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts. The firm employs an active, asset-allocation approach with a specialization in bank-issued structured notes and integrates investment management with financial planning and insurance services through an affiliated agency.
Kyle W
Series 66
Plymouth, MI
Custom Wealth Management
Kyle Whipple is a financial advisor at Custom Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked previously at AE Wealth Management, LLC, Kalos Capital, and C. Curtis Financial Group. Outside of his advisory role, he is a partner and financial advisor involved in insurance sales through Custom Wealth Solutions. Custom Wealth Management serves individuals, high-net-worth clients, families, and trusts with discretionary investment management, integrated financial planning, and limited consulting services. The firm uses an active, asset-allocation approach incorporating fundamental, quantitative, and technical analysis, and has a specialization in bank-issued structured notes and related services.
Scott C
CFP®, Series 63, Series 65, Series 66
Plymouth, MI
Custom Wealth Management
Scott Carty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Custom Wealth Management. His prior experience includes roles at AE Wealth Management LLC, Oliver Lagore Vanvalin Investment Group, and Sigma Financial Corporation. Outside of his advisory work, he volunteers as a soccer coach at Plymouth Christian Academy. Custom Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, families, and trusts through discretionary investment management and financial planning. The firm employs an active, asset-allocation oriented approach and has a specialization in bank-issued structured notes.
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