AGILE WEALTH PARTNERS
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Boutique Family Wealth Services
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​Wealth - Tax - Legacy
How can a partner help?

Why Agile Wealth Partners?
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Our Agile Planning approach:

  • Behavior based. 
  • Priority driven.
  • Continuous plan.​
How do we partner with our clients? 
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We craft personalized financial plans.

We listen to your concerns, analyze your situation, and co-create a flexible plan..."Your Agile Plan."

The plan is broken down into actionable steps, adapts to your changing needs, prepares you for uncertainties and positions you for opportunities.


OUR PROCESS >

  • Independent
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We've created an environment that allows us to provide the best advice and solutions. We are legally bound to work in your best interest.  Yes we signed up for this!
  • Team Based
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We have made a commitment to Partner with a select group of clients, and the entire team assists them on a comprehensive basis by providing Boutique Family Wealth services.
  • Advanced  Wealth Planning
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Our experience, expertise and diverse specialties allow us to bring institutional services to our clients, which enhances our ability to offer advanced planning strategies.
  • Agile Investment management
We use a tactical asset management strategy. An evidenced based Core alongside the ability to shift in favorable / unfavorable circumstances. Always looking for opportunities across all assets classes and investment types.


Boutique Wealth Services:

Fee-based advisors partnering with clients transitioning to their next steps in life.
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Health Wellness Planning

Legacy Estate Planning 
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​Business ​Planning

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Financial Organization 

Cash Flow Planning

​Income Optimization

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Investment Management

Insurance Protection

​Tax Planning​



Why is Financial Independence  our mission for you? 

Financial independence is when resources and mindset align allowing you true comfort and choice. Knowing you are on track to meet your long-term goals allows you to experience and pursue things such as starting your own business, traveling the world, exploring your passion, and increasing time with family and friends.

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The difference between Independence and retirement is significant.  Independence means you have the freedom to choose how you live your retirement. 

​That doesn't just mean stability during the latter years of life; it means choice, clarity, and control. 

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"Retirement" is changing... That's why we focus on those planning their next phase of life:
  •  succession
  •  business exit
  •  new venture
  •  a traditional retirement
  • or... taking a break

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Many of our clients have never used a dedicated planner to oversee their planning, why change now?

Guidance: A partner is a true guide, as you transition you have 100's of choices and questions, we are here to guide.

Educate: Our partners are dedicated to educate. Know why we make our choices and gain conviction.

Coach: The most successful people hire coaches; as your Partner we create accountability, optimistic opportunistic edge.

Organize: Organization and tools to map out the big picture gives our clients clarity, lower stress and efficiency.

Filter: We are surrounded by noise and information, rely on us to present the pertinent information and your head clear!

Counsel: We have unique perspective to make information relevant to your situation, focusing on your values.

Proactivity: Taking your personal situation into account we use experience to proactively alert and prepare.


Our expectations when working with a new client:
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1. A true partner, dual understanding; when you need something we provide it, when we need something it is reciprocated.

2. We both agree there is an actual need for our high touch fiduciary fee-based planning and investment process.

3. You are excited and eager to work on your wealth.



What client's say...

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​   Take the first step...

See how we can help...


Investment advisory services performed by Agile Wealth LLC.  a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
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SCHWAB CLIENT LOGIN

CONTACT

1-248-308-5518​[email protected]

114 Rayson St, STE 2C Northville, MI

​DISCLOSURES
PRIVACY POLICY


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  • Home
  • Our Firm
  • Services
    • Boutique Wealth Services
    • Business Wealth Services
    • Client Login
    • Connect
  • Contact Us
  • Insights