The Wealth Consulting Group, located in Farmington Hills, MI, is a team of dedicated professionals who provide personalized financial advice and wealth management solutions. With a planning-based approach and a focus on risk management, their team is committed to making a meaningful impact on the personal and professional lives of their clients, understanding their priorities and goals for each generation of their family.
Led by industry veterans Robert G. Levy, Howard Rosen, and Andrew Bocknek, the team at The Wealth Consulting Group offers customized strategies and extensive wealth management experience. They have received industry recognition, including Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Wealth Management Teams. With a commitment to quality client service, they strive to develop long-term relationships and provide first-class solutions to help clients maintain their lifestyle, prepare their family for wealth stewardship, and preserve their values and legacy.
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