Center for Wealth Management

Center for Wealth Management Center for Wealth Management is an independent, fee-based wealth management company based in Troy, MI.

Whether you’ve already started planning for the future or have yet to put strategies in place, we’re here to help you reach your financial goals. We advise our clients on retirement planning, estate planning, accumulation planning, asset allocation, investment related tax planning, business planning, and risk management. We are committed to maintaining the highest standards of integrity and profes

sionalism in our client relationships and provide only the highest quality information, services, and products to help our clients reach their financial goals.

Saving strategically for retirement is important for everyone, but it’s especially crucial for women since they live lon...
07/17/2026

Saving strategically for retirement is important for everyone, but it’s especially crucial for women since they live longer than men on average. Learn the most important factors to consider when claiming Social Security and maximizing retirement income:

Women live to age 79, on average, about six years longer than men. That makes guaranteed income sources such as Social Security especially valuable.

Many business owners plan to fund retirement by selling their company someday. But a profitable business and a sellable ...
07/16/2026

Many business owners plan to fund retirement by selling their company someday. But a profitable business and a sellable business aren’t always the same thing.

- Profit doesn’t guarantee a buyer: Buyers want a company that can run without the founder. If sales, relationships, or daily decisions depend on you personally, the value may be lower than expected.
- The transition window is getting crowded: Millions of small businesses are expected to change hands by 2035, which could mean more sellers competing for qualified buyers.
- Start earlier than feels necessary: Strong exits usually take years of preparation, from documenting systems to building a team that can operate independently.

If your exit strategy is “sell the business someday,” here’s more about what that requires:

Many business owners expect selling their company to fund retirement. Learn why business readiness is the missing piece of retirement planning.

A long-running clinical trial found older adults who completed speed of processing training were significantly less like...
07/15/2026

A long-running clinical trial found older adults who completed speed of processing training were significantly less likely to develop dementia, including Alzheimer’s disease, up to 20 years later. See how this program could help protect cognitive health:

A simple brain-training program that sharpens how quickly older adults process visual information may have a surprisingly powerful long-term payoff. In a major 20-year study of adults 65 and older, those who completed five to six weeks of adaptive “speed of processing” training — along with a ...

Growing older without a spouse or children doesn’t mean aging unprepared. “Solo agers” are planning their next chapter w...
07/15/2026

Growing older without a spouse or children doesn’t mean aging unprepared. “Solo agers” are planning their next chapter with intention:

🧭 Make a plan early: Decide where you want to live, how you’ll spend your time, and what kind of support you may need down the road.
🛡️ Line up future support: Have a plan for care if your health changes so you’re not forced into last-minute decisions.
🤝 Stay connected on purpose: Choose a lifestyle that makes it easy to build friendships, stay active, and feel part of a community.

Learn how more older adults are turning independence into a plan, not a problem:

A growing number of adults are entering their next chapter without a partner or children to rely on.

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you: 1. Eas...
07/14/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

1. Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
2. Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
3. Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.

Read more ideas for building a retirement that feels right for you:

Ease into retirement at your own pace and in a way that aligns with your interests.

Retirement sneaking up faster than your savings? You still have time to strengthen your plan: • Check Your Gap: Use a r...
07/13/2026

Retirement sneaking up faster than your savings? You still have time to strengthen your plan:

• Check Your Gap: Use a retirement calculator and your Social Security estimate to see how much income you’ll actually have.
• Boost Contributions: Workers 60–63 can save up to $35,750 annually in a 401(k) under SECURE 2.0.
• Delay Benefits: Waiting past 62 can increase Social Security payments by up to 8% per year.

Source:

Try not to panic—there are ways to bridge the gap.

Exit planning isn't a sudden decision—it's a years-long process that protects your business value, family wealth, and pe...
07/10/2026

Exit planning isn't a sudden decision—it's a years-long process that protects your business value, family wealth, and peace of mind.

• Start years ahead: Build clean financials, transferable systems, and leadership structures that reduce founder dependency—buyers pay for performance, not potential
• Clarify objectives early: 75% of founders feel regret within a year of exiting because they lacked clarity on what success looks like beyond the sale price
• Prepare for options and surprises: Evaluate multiple exit paths, plan for taxes and wealth transfer, and put contingency plans in place for the unexpected

Source:

Most entrepreneurs focus on building their business, not planning their exit. However, early exit planning is critical to protecting value, legacy, and what comes next.

Did you know 3 of 4 financial apps share your personal data with third parties? This alarming trend puts your sensitive ...
07/09/2026

Did you know 3 of 4 financial apps share your personal data with third parties? This alarming trend puts your sensitive information at risk of theft and misuse by cybercriminals. Learn how to protect yourself and choose safer apps to manage your money:

Americans increasingly use financial apps to manage their money, but they need to take steps to keep their data away from cybercriminals. Here's how.

Many business owners plan to fund retirement by selling their company someday. But a profitable business and a sellable ...
07/08/2026

Many business owners plan to fund retirement by selling their company someday. But a profitable business and a sellable business aren’t always the same thing.

• Profit doesn’t guarantee a buyer: Buyers want a company that can run without the founder. If sales, relationships, or daily decisions depend on you personally, the value may be lower than expected.
• The transition window is getting crowded: Millions of small businesses are expected to change hands by 2035, which could mean more sellers competing for qualified buyers.
• Start earlier than feels necessary: Strong exits usually take years of preparation, from documenting systems to building a team that can operate independently.

If your exit strategy is “sell the business someday,” here’s more about what that requires:

Many business owners expect selling their company to fund retirement. Learn why business readiness is the missing piece of retirement planning.

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you: • Ease...
07/08/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

• Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
• Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
• Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.

Read more ideas for building a retirement that feels right for you:

Ease into retirement at your own pace and in a way that aligns with your interests.

Address

2950 West Square Lake Road Suite 102
Troy, MI
48098

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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