Overview

IF YOU’RE READY TO EXPLORE A FUTURE with a firm that provides truly independent and objective investment advice, where advisors are free to recommend only those financial strategies that fit their clients’ unique needs & goals unencumbered by Wall Street investment banking ___ should talk about the opportuntiies with Vestech Asset Management, the RIA who's platforms my company Maendel Wealth uses exclusively.

As a Michigan based firm, with the ability to service clients in every state, I'm looking for small books or tranches of books of 3-10 million toat incorporate into our Maendel Wealth unbrella and methodology. Ideal situation would be clients within 15 miles of Bloomfield Hills Michigan, where our main office is based, but would also consider investment management clients who are compfortable (or have become so during the pandemic) with remote contact via calls, zooms and emails.
Our website is at ___ and you can get some sense of our basic approach to wealth building on our blog at https://___

Best way to contact me is via this platform or by email at ___

Let's talk!


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