A complete list of active advisors currently associated with Rehmann Wealth

Warmer can help you find a great advisor at Rehmann Wealth or one who fits your needs even better.

Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, high‑net‑worth families, trusts, estates, charitable organizations, non‑profits, small businesses and institutional sponsors, including retirement plans. The firm manages both discretionary and non‑discretionary accounts and offers ERISA 3(21) and 3(38) fiduciary services for employer‑sponsored retirement plans. Investment strategies combine advisor‑specific portfolios, in‑house managed asset allocation models maintained by Rehmann Capital Management Group (RCMG), and allocations to unaffiliated third‑party managers; portfolios are monitored continuously and adjusted for factor exposure, manager tenure, and client objectives. Rehmann Wealth also offers private investment opportunities for qualified investors (with firm policies limiting aggregate exposure), serves as a sub‑advisor to a Rehmann Master Fund for pooled access to private funds, and takes a constrained approach to crypto (recommending listed vehicles or manager/private fund exposure and not exercising discretion to buy non‑listed crypto); the firm also notes limitations and tradeoffs when clients request ESG‑focused strategies. Compared with many multi‑team peers, Rehmann operates within a broader professional services group and discloses affiliations with an accounting practice (Rehmann Robson), a trust solution (Rehmann Trust/NATC), an affiliated broker‑dealer, and an insurance group, which can result in coordinated but separately contracted accounting, trust and insurance offerings. The firm also reports serving insurance company clients—a client type relatively uncommon among similar multi‑team advisors—and manages a multi‑billion dollar asset base while sponsoring a private master fund that can lower minimums for clients seeking private investments.

To learn more about the advisors currently working at Rehmann Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.