High net worth estate planning in Rochester, Michigan

Estate Planning Solutions PLLC is a trusted law firm located at 414 East Street in Rochester, Michigan, United States. Our team of experienced lawyers specializes in providing comprehensive estate planning services to help individuals and families protect their assets and ensure their wishes are carried out. From drafting wills and trusts to navigating probate and estate administration, we are dedicated to providing personalized solutions tailored to each client's unique needs. Contact us today to schedule a consultation and start planning for your future.

Sumner & Associates P.C. is a reputable law firm located at 730 South Rochester Road in Rochester Hills, Michigan. Our experienced lawyers specialize in various areas of law, including family law, estate planning, personal injury, and more. With over 30 years of trial experience, our team is well-equipped to handle high net worth divorce cases, probate matters, and personal injury claims. We understand the specific rules and requirements of the Circuit Court and judges in Rochester Hills and Oakland County, ensuring that our clients receive the best possible legal representation. Whether you need assistance with a divorce, estate planning, or a personal injury case, our dedicated lawyers are here to help. Contact us today at (248) 650-0055 for a free consultation. Serving clients throughout Michigan, including Birmingham, Bloomfield Hills, Troy, and more.

James Clark is a Financial Advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road, Troy, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. James Clark specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and staying current with the latest industry trends and practices to best serve his clients' needs. Contact James Clark for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.

Victor Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road in Troy, Michigan, United States. Victor holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Victor's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Victor is equipped to provide you with comprehensive financial advice tailored to your specific needs. Contact Victor Phillips at Ameriprise Financial Services, LLC for expert financial guidance and support."

Shannon Klug - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6915 Rochester Road, Troy, Michigan, United States. Shannon Klug holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Shannon Klug is dedicated to providing expert financial advice and planning services tailored to meet the individual needs of clients, whether they are retirees, small business owners, high net worth clients, or individuals in various life stages. With a commitment to upholding ethical standards and staying current with industry knowledge, Shannon Klug ensures that clients receive comprehensive and personalized financial guidance to help them achieve their goals and secure their financial future.

Mark Kaiser is a Financial Advisor at Ameriprise Financial Services, LLC located at 821 North Main Street, Rochester, Michigan, United States. Mark Kaiser holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. Mark Kaiser specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Mark Kaiser is dedicated to upholding the highest ethical standards and providing comprehensive financial planning tailored to each client's needs.

Sapientia Private Wealth Management is a prestigious finance institution located at 101 South Main Street in Rochester, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management services to high-net-worth individuals, families, and businesses. We offer comprehensive financial planning, investment management, and estate planning solutions to help our clients achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client-centric approach, Sapientia Private Wealth Management is dedicated to providing exceptional service and building long-lasting relationships with our clients.