Wealth Management Services in Detroit, MI

Got money sitting around doing the financial equivalent of nothing? We’ve seen it before. Our Detroit wealth management team helps you make every dollar hustle as hard as you do.


Take Jordan, for example—a local creative agency owner who thought he was doing "okay" with his investments. Turns out, his portfolio had more gaps than the Lodge Freeway after a winter storm. We realigned his strategy, diversified his assets, and now his financial growth is actually keeping up with his business success.

Smart Money Moves for Detroit Doers

Sure, we’re good with spreadsheets—but we’re even better at conversations. Before we build your financial strategy, we want to hear your goals. Want to retire early? Fund your kid’s art school? Buy a lakefront cottage up north? We’re here for all of it—even if you’ve got a collection of classic Cadillacs (no judgment).

More Than Number Nerds

Tech-Forward Tools, Human-First Service

Our systems are sleek, secure, and mobile-friendly (because no one has time for paper statements). Want to check in on your portfolio from your phone while waiting in line at Lafayette Coney Island? Go for it.



And when you need to talk, a real human (hi, it’s us!) will answer the phone—ready to explain things in plain English and maybe even share a money-saving tip over coffee.

We’re based in Detroit, but our outlook is worldwide. Whether you’re investing in local commercial real estate or eyeing international markets, we help your wealth grow smartly and sustainably.



Think of us as your financial GPS—we’ll guide you through the fast lanes, detours, and scenic routes to your long-term financial goals.

Local Know-How, Global Strategy

Why Professional Wealth Management Isn’t Just for the 1%

You don’t need a million-dollar account to benefit from expert help. In fact, not having a clear financial plan can cost you way more in the long run. We help you avoid rookie mistakes, tap into tax-smart strategies, and create a personalized roadmap that actually makes sense for you.



It’s like hiring a personal trainer—but for your bank account.

Case Study: From Stressed Out to Financially Strong

Let’s talk about Vanessa, a Detroit-based real estate agent who came to us with big dreams—and even bigger financial chaos. She was doing great business-wise but felt completely out of control when it came to her personal finances.

Here’s how we helped:

  1. Goal Setting: We sat down and mapped out her short- and long-term goals—from upgrading her home to retiring early.
  2. Investment Strategy: We revamped her portfolio to reduce risk and increase passive income.
  3. Retirement Planning: She hadn’t started saving yet. We created a plan that fit her income cycle and gave her long-term security.
  4. Cash Flow Management: Her income was irregular, so we built a monthly buffer system to smooth things out.
  5. Tax Efficiency: We uncovered missed deductions and restructured her business to reduce her tax bill by $18,260 in the first year.

Today? Vanessa’s building wealth with confidence, traveling more, and sleeping better at night. Her words:

“For the first time ever, I feel like I’m the one in control of my money—not the other way around.”

Explore Our All Services in Detroit, MI

List of Services

Why Straight Talk CPAs is the Right Choice

We’re here for businesses and individuals at all stages of their journey, offering financial clarity and long-term vision.

  • Flexible Solutions: From entrepreneurs to experienced investors, we adjust to your pace.
  • Insightful Guidance: Detroit’s financial landscape? We’ve got it covered.
  • Personalized Attention: You’re never just another account; you’re part of our story.
  • Clear Communication: No fluff, no filler—just actionable advice you can trust.


Let’s Talk About Your Future

Ready to explore how our wealth management services can work for you? Drop us a line or schedule a consultation today. Let’s map out a financial strategy that works as hard as you do.

FAQs

  • Do I need to be wealthy to work with you?

    Nope! We don’t have a minimum. Whether you’re building your first nest egg or managing a sizable portfolio, we’re here to help you grow it wisely.

  • What makes you different from other wealth advisors in Detroit?

    We combine no-BS financial guidance with tech-forward tools and real relationships. No canned strategies here—just custom plans that actually fit your life.

  • Can you help with both business and personal finances?

    Absolutely. We work with entrepreneurs, self-employed folks, families—you name it. If it involves money, we’re ready to help manage it.

  • Do you help with taxes too?

    You bet. We’re CPAs, after all! Tax efficiency is baked into everything we do, so your wealth strategy isn’t just smart—it’s IRS-savvy.

  • How often do we meet or check in?

    Typically quarterly, but we’re flexible. Want monthly updates? Cool. Prefer big-picture check-ins every six months? That works too.