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Private Client Advisory

Are you navigating life’s events with a plan?

Being at the right place at the right time is important. At Rehmann, we’re committed to being proactive to help you earn maximum benefits from your assets, so you can have clarity, confidence, and peace of mind.

Our advisors strive to understand your passion, purpose, and challenges — even as they evolve. Identifying and focusing on your greatest priorities, we help you navigate a path toward accomplishing your objectives with integrated planning, including financial, asset, and risk management.

We can guide you through important considerations:

  • What are your goals?
  • Do you have the lifestyle you desire?
  • How will your life change in the future?
  • What will your retirement look like?
  • Does your strategy align with your objectives?

We’re advocates for your continued success

When you choose Rehmann, you enlist an integrated team of specialists who work together to find options that fit your specific circumstances. We don’t sell products or pre-scripted plans. Instead, our professional advisors take a collaborative approach, consulting our CPAs; estate, trust, and other professionals in our firm; and an extended network to simplify your complex needs and provide options to make your wealth work for you.

Tax-saving strategies

Taxes represent one of the largest annual expenses for individuals in the United States. Taking a strategic approach that can potentially save you taxes is a hallmark of our Comprehensive Financial Planning. We review your plan regularly to keep pace with the ever-changing nature of the tax code, including:

  • Federal, state, and local income tax planning and preparation
  • Customized consulting, planning, and mitigation strategies
  • Tax-aware asset management
  • Estate tax minimization strategies

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.

We’re here to help.

Just send us a note and we’ll do our best to get back to you as quickly as possible.

Thomas W. Wiggins, CFP®, CPFA, CTFA, M.S.M

Principal | Advisor, Wealth Management

313.202.7400

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