Find a Financial Advisor in Saginaw

Customized Wealth Solutions in Saginaw Township and Beyond

Our advisors pride themselves on helping clients define and find their financial freedom, guiding them into a life crafted by their unique goals.

We are honored to serve The Great Lakes Bay Region and to be part of the Saginaw Community – an area rich with history, art, academics, athletics, and vibrant individuals. We appreciate the opportunity to serve our local community and the surrounding areas.

If you are looking for guidance in preparing for a thriving retirement, or if you’d like assistance with wealth management or investment planning, our experienced and dedicated team can guide you toward an attainable and meaningful life.

Our Advisors

David J. Abbs

Wealth Advisor

Carly J. Wieland

Associate Wealth Advisor


Retirement Income Planning

Investment Planning

Wealth Management


Investment Process: The Importance of Process in Your Investment Strategy

The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

Living in Retirement: A Guide to Maintaining Financial Health and Independence in Retirement

A Guide to Maintaining Financial Health & Independence in Retirement

Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life.

Estate Planning Simplified

Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.


From Being Ready for Retirement?