Temperance, MI Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Structured Wealth Management, Inc.
Team
Firm-wide stats for Structured Wealth Management, Inc.
About
Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services, maintaining a stated minimum account size of $250,000. Several advisers are also engaged in tax-preparation activities through an affiliated tax business, and the firm may recommend outside or separate account managers to complement its services.
The firm develops individualized strategies based on clients’ risk tolerance and goals, using managed models, ongoing monitoring, and periodic rebalancing to respond to changing circumstances. Its stated approach includes tax-aware portfolio construction and retirement-income planning, with an emphasis on aligning investment strategy to each client’s long-term objectives.
Distinctive features include the firm’s integrated tax-preparation capability—an affiliated operation that has historically prepared thousands of returns—and advisers who are licensed to sell life insurance and receive separate compensation for insurance products. The founders’ backgrounds in institutional money management and bank-client portfolio modeling also inform a structured, governance-oriented investment process that differs from many peers of similar size.
Based on Structured Wealth Management, Inc.
Expertise
Based on Structured Wealth Management, Inc.
Location
Temperance MI
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)