Sawchuk & Langenstein Wealth Strategies

Focused On Your Financial Security. For Life.

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Terry Sawchuk is Founder and Chairman of Sawchuk & Langenstein Wealth Strategies. Mr. Sawchuk founded the Troy-based financial advisory firm in 1997. He is the chief investment strategist and retains responsibility for client relations.

The cornerstone of his methodology is financial education, independent research, investor empowerment and active portfolio management; supported by a resolute philosophy and set of five core principles.

For additional details go to the INVESTMENT VALUES Section, via the Button on the left.

William (Bill) Langenstein is CEO of Sawchuk & Langenstein Wealth Strategies and is responsible for daily operations, investor logistics, and industry compliance issues. As such Bill is instrumental in the integration of new clients into the extensive process of evaluation, research & analysis and strategic portfolio planning.

He meets regularly with clients, and shares responsibility for initial investment strategy recommendations and quarterly portfolio performance review.

Our Approach to Investing

“We believe that over long periods of time, the economy and ultimately the investment markets are largely predictable. Demographic data are used to identify long-term trends; and appropriate strategies are employed to manage the different environments. History reveals the need to protect against loss of principal; versus adding unnecessary risk driven by the “desire” to squeeze every last penny out of the market. Our portfolios are designed to be defensive during periods of elevated risk or volatility, and opportunistic when risk or volatility appears to be reduced.”

For additional details go to the INVESTMENT VALUES Section, via the Button on the above left.

Branch office of and Securities and Advisory Services offered through SII Investments, Inc. Member FINRA SIPC. A Registered Investment Advisor. Sawchuk & Langenstein Wealth Strategies & SII are separate companies.

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IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Michigan - Florida - Colorado