Wealth Advisory

Connect investment management with your financial goals. Explore an advisory relationship that considers your investment needs, retirement priorities and broader financial picture.

Service focus

Wealth guidance shaped around you

Silver

Essential wealth guidance focused on retirement readiness, cash reserves and keeping key planning details up to date.

Retirement and cash-reserve checkpoints
Seasonal tax-planning checklist
Beneficiary and insurance-coverage review prompts

Gold

Goal-based wealth planning with coordination around retirement, education funding and your other financial priorities.

Goal-based retirement and education-funding checkpoints
Proactive tax-document prompts
Attorney-coordination tracking for estate planning

Platinum

Multi-goal planning with coordinated follow-through across retirement, tax and estate planning, plus family planning support.

CPA and estate-planning coordination tracking
Insurance implementation and education-funding follow-through
Family and next-generation meeting support as appropriate

Diamond

Personalized wealth management for complex financial needs, with concierge-level coordination across your financial life and family priorities.

Concierge retirement and cash-reserve planning support
Concierge coordination across tax, estate and insurance needs
Family and next-generation meeting support

Tax and estate planning services involve coordination with your tax and legal professionals.

Get Started

Your priorities

Discuss your goals, time horizon and the questions you want your advisor to help address.

Investment management

Review how an investment-management relationship may fit your needs and financial goals.

Planning connections

Consider retirement, cash flow and other planning priorities alongside investment decisions.

An informed decision

Review the recommended services, responsibilities and fees before agreeing to an engagement.

Not sure which program fits? Book a discovery conversation to discuss your needs and explore the appropriate service options.

Book Your Discovery

Make the Most of Your EHWA Experience

Keep account conversations in our work channels

You can still reach Erica. Using our business service channels helps the team route, track and address account requests efficiently. Use our office phone or Client Services email for quick questions, and keep sensitive documents in the secure sharing process.

Call Client Services: (248) 440-7774

clients@ehwealthadvisors.com

Make room for the right conversation

Contact Client Services to coordinate a meeting suited to your question. Bring your priorities and questions so the conversation can focus on the decisions that matter to you. For documents, use the secure channel specified by the team.

Here’s Your Team

Millicent supports gathering and document coordination, including account-opening preparation. Erica leads advisory review and strategy discussions. Client Services helps you find your next step.

Make the Most of the Services Available to You

Revisit the services included in your signed agreement, share meaningful life changes and bring major financial decisions to the team. Ask how the services in your engagement can support your current priorities.