2950 West Square Lake Road
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory meeting, we’ll discuss:
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your meeting online now!
Schedule your free 30-minute introductory meeting today to:
You may also call 248-220-4321 or email firstname.lastname@example.org.
Robert Moore is senior partner, financial planner, investment advisor, and co-owner of Center for Wealth Management, an independent, fee-based wealth management company based in Troy, MI. With more than 15 years of experience, Rob provides customized advice and solutions that are in the clients’ best interest. He strives to always go above and beyond his clients’ expectations, helping them retire with more security than they had before, and invest their time and energy in what’s most important to them. Rob specializes in working with DTE Energy employees, helping them maximize their benefits so they can reduce taxes, prepare for retirement, and protect their families through a comprehensive planning process. Rob graduated from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®) designations.
Rob is known as a diehard family man who enjoys spending time with his beautiful wife, Jill, his daughter, Brookelyn, and his son, Brayden. When he’s not working, you can find him playing basketball once a week, squeezing in a round of golf, and watching college football and basketball with friends and family. He is passionate about enriching the lives of others through his church involvement and service at a community addiction program. Learn more about Rob by connecting with him on LinkedIn.
Justin Williamson is a Senior Partner and Co-Owner of Center for Wealth Management, an independent, fee-based wealth management company in Troy, MI. Justin has been serving clients in the financial services industry since 2001. He spends his days helping his clients achieve their financial goals and make the best decisions for their families so they can spend time on what they love and experience financial peace of mind. Justin is known for his dedication, integrity, personal touch, and ability to simplify complex issues. Justin specializes in serving engineers and other professionals who are close to retirement or recently retired, helping them maximize their benefits and create a retirement plan they can rely on. He is a seasoned public speaker, presenting at numerous corporate events each year on retirement planning, Medicare, Social Security, and other financial topics. Justin has a bachelor’s degree in Business Administration majoring in Personal Financial Planning from Central Michigan University and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Jeff Steele is a CERTIFIED FINANCIAL PLANNERTM professional and vital contributor to the Center for Wealth Management advisor team. Jeff started his career in 1990 and has worked closely with our group since 2011. Throughout his career, he has held numerous positions and helped to train and supervise new advisors, in addition to operating his personal planning practice. He has been dedicated to enhancing his education throughout his career to bring a full-service approach to his clients, earning several accreditations and designations along the way. Jeff is a graduate of the College of Agriculture and Natural Resources at Michigan State University, where he earned a BS in agricultural engineering and technology.
Jeff and his wife, Michele, spend their time between Frankenmuth and Detroit, keeping busy with their five children and six grandchildren. In their free time, they enjoy biking, kayaking, traveling, and following the Detroit Tigers.