A complete list of active advisors currently associated with Wolverine Wealth Advisory Services Inc.

Warmer can help you find a great advisor at Wolverine Wealth Advisory Services Inc. or one who fits your needs even better.

Wolverine Wealth Advisory Services, Inc. provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts and estates, as well as to pension and profit-sharing plans and charitable organizations. The firm also offers investment supervisory services to qualified retirement plans and serves as a 3(38) investment manager under ERISA for plan clients. The firm uses a written investment policy statement to guide its portfolio construction and manages client accounts on a discretionary basis, typically recommending no-load institutional mutual funds and, where appropriate, individual bonds or fixed income portfolios. For qualified plans it implements SEI asset allocation models, prepares quarterly performance and holdings reports, and continuously monitors investments for changes in client needs or market conditions. What distinguishes Wolverine from many solo independent advisers is its acceptance of pension/profit-sharing plans and charitable clients and its willingness to assume 3(38) fiduciary responsibility for plan investment selection. The firm also favors institutional fund families (notably SEI and Dimensional), maintains operational relationships that involve Schwab custody and SEI plan implementation, and transitioned to SEC registration after exceeding the federal AUM threshold.

To learn more about the advisors currently working at Wolverine Wealth Advisory Services Inc., 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.