Traverse City, MI Office

Success Wealth Management LLC advises individuals and high‑net‑worth clients, offering discretionary asset management, access to a strategy-linked Market Savings Liquid Program through a sub‑advisory arrangement with SAVE, and financial planning and consulting services. The firm manages portfolios under discretionary authority and also provides negotiable flat‑fee financial plans and point‑in-time consulting engagements.

The firm applies Modern Portfolio Theory and customizes asset allocation to clients’ stated goals, time horizons and risk tolerances, conducting quarterly account reviews and implementing long‑ and short‑term strategies as appropriate; it may allocate assets to sub‑advisors or program‑linked investments when suited to client objectives. Success Wealth Management uses technology, including AI tools for marketing materials and meeting transcription, but discloses it does not use AI to make investment decisions.

Notable distinctions include operating from multiple offices and recent, specific brochure updates disclosing a change in its chief compliance officer and the firm’s compensation arrangements tied to the SAVE Program and referral relationships. The firm also discloses potential conflicts of interest — it receives a portion of platform fees associated with the SAVE Program and some representatives earn commissions on insurance products — and clients retain proxy voting authority rather than delegating proxy votes to the firm.