Consilium Private Wealth
Intentional Guidance

Who We Are

At Consilium Private Wealth we work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

We are Metro Detroit's leading financial guide, wherever you want to go, we're ready to help at every step of the journey.

Ready to start your financial journey?

Get In Touch
Image

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

In Latin, ‘consilium’ means careful counsel and purposeful planning — exactly how we guide our clients. We built the firm on an exceptional foundation: rooted in wisdom, counsel, and deliberate planning.

Image

Who We Serve

Image

Small Business Owners

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.
Image

Recent Retirees

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.
Image

Legacy Planners

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.
    Prepare For Your Future
    Our time-tested approach helps you prepare for retirement at any age.
    $150,000
    The recommended savings for a 30 year old with an annual income of $150,000
    $800,000
    The recommended savings for a 45 year old with an annual income of $200,000
    $1,400,000
    The recommended savings for a 55 year old with an annual income of $200,000
    $2,000,000
    Your recommended savings for a 67 year old with an annual income of $200,000.
    Figures provided are hypothetical illustrations and are assumptions only. These do not take into consideration your specific situation or strategy. Your personal results will vary based on your unique inputs like age of retirement, life expectancy, market conditions, desired lifestyle, and other factors.