Positivity inspires our view of money as a useful resource to achieving personal fulfillment and joy rather than just accumulation. With our financial guidance, we encourage clients to go-after the things that will make them happy, now and later in life.
Our Approach
We truly enjoy embracing, educating, and empowering every client to use money and a well-coordinated financial plan to confidently achieve abundance and joy in all phases of life. We build trusting, long-term relationships with every client — understanding their goals, coaching them through hardships, and celebrating milestones over time. We are well-versed and committed to our work and our client relationships.
As locals, business owners, spouses, and parents we let our human-side shine through to genuinely relate to our clients and their needs. We know financial planning can be overwhelming, intimidating, and even a touchy subject when challenging family dynamics are a factor. We don’t hesitate to lead difficult conversations, attend professional meetings
alongside our client or offer learning opportunities to build confidence. And through volatile markets and life-changing events, our team remains steady and pragmatic, helping clients to re-balance their investment portfolio along with their emotions. We understand your needs and are always by your side. Perhaps most importantly, we strive to be attentive, warmhearted, and thoughtful in all we do for our clients. We recognize we are safeguarding far more than personal finances; it’s really about supporting families and their hopes and dreams.
Our Work
Since 1997, hemming& Wealth Management has been a trusted leader in the Northern Michigan wealth management industry, supporting individuals and businesses in creating custom, coordinated financial plans and wealth management solutions.
Our talented team, lead by a Certified Financial Planner and investment advisors, specializes in designing custom, coordinated financial plans, wealth management solutions, and personalized advisory. hemming& Wealth Management is a trusted fiduciary and a Registered Investment Advisor (RIA), reporting directly to the Securities Exchange Commission (SEC). As an RIA, we offer fee-based services to create tailored portfolios while utilizing a network of top professionals, such as CPAs, estate planners and insurance agents, to manage assets and to provide unbiased investment advice to protect and preserve our client’s wealth. We have a fiduciary duty to put our client’s best interest ahead of all other opportunities, and we would have it no other way.
