Thomas W. Wiggins, MSM, CFP®, CPFA

Current Role

Tom develops creative strategies that help clients work toward meeting their financial goals, integrating asset management, retirement planning, family CFO and succession planning services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning and accounting needs along the way.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Qualified and non-qualified retirement plans
• Retirement and estate planning
• Risk management

Experience

Tom began his financial services career in 1993 and has supported high-net-worth individuals and their families, business owners, healthcare professionals and not-for-profit organizations. He has extensive knowledge of asset management, financial planning, tax planning and estate planning, as well as the many facets of qualified and non-qualified retirement plans. Tom’s experience providing franchise clients with an integrated approach to accounting services, outsourcing, retirement plans and fraud prevention has qualified him to lead Rehmann’s franchise niche group. Prior to joining Rehmann in 2008, Tom developed proactive asset management, financial planning and trust solutions for high net-worth individuals, business owners and families. Tom received the CFP® certification from the Certified Financial Planner™ Board of Standards. He holds the Series 7 and 65 securities registrations, as well as life, disability, long term care insurance and annuity licensure.

A Closer Look

• An active participant in community endeavors, Tom serves 100 Businesses Who Care, Butler University (parent’s council), Catholic Foundation of Michigan (preferred advisor group) and Rochester Downtown Development Authority (business development committee). He previously served on the Rochester Hills City Council and the Rochester Avon Recreation Authority’s board of directors.
• As a thought leader in the industry, Tom has been quoted in publications such as Wall Street Journal, Kiplinger and dbusiness.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1249 Griswold Street, Suite 201, Detroit, MI 48226 | 313.202.7400