The aim of our Wealth Management Services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. We'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Our Wealth Management Services

Our accountants provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 248-655-7040 or request a complimentary consultation online to learn more today.

  1. Asset management
  2. Budgets
  3. Retirement planning
  4. College savings plans
  5. Estate planning
  6. Trusts
  7. Charitable giving
  8. Asset allocation analysis
  9. Business succession planning
  10. Investment and insurance management
  11. Tax planning strategies to preserve wealth
Complimentary Consultation

Doshi & Associates is noted for our strong commitment to integrity and our policy of tailoring our services to the individual needs of each client.

Complimentary Consultation >>

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