Delivering insightful advice Building on a foundation of trust

The Wealth Strategy Group


phone

248-645-4945
248-645-8719



phone

855-799-1945



address

325 North Old Woodward Ave
Suite 200
Birmingham, MI 48009



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Rebecca Sorensen has been recognized as an industry leader.

  • Financial Times Top 100 Top Women Financial Advisors, 2014



Insights

 
 

 

 

 

 
 

 

 

 

Art Cashin on the markets

Top of the Morning daily podcasts