Who We Are And How We Can Help

April 6, 2020 - 7 minutes read

By Terry Sawchuk

When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go ‘round, it’s about more than just investment returns and the right amount of insurance. We believe money is a tool to help you live your life with purpose and build the life you dream about.

That’s why Sawchuk Wealth exists. Our mission is to help you live a better life by working to achieve your most important financial goals, based on your most deeply held values, for the reasons that are important to you. Are you in?

Who We Are

Founded in 1997, Sawchuk Wealth is an independent, comprehensive wealth management firm that is committed to guiding their clients through the most important financial decisions in their lives with confidence. But we don’t stop there. We also want you and your loved ones to enjoy the fruits of all your hard work, both today and in the future.

How We Work

It’s estimated that adults make an average of 35,000 decisions a day, everything from deciding to press snooze one more time to what school to send your child to. (1) How many of your daily choices impact your finances? Probably more than you realize. We believe that how and when you make financial decisions is foundational to your financial future. That’s why we strive to serve as a guide and gatekeeper, providing you with objective, sound advice to help you make decisions that benefit you. 

Using our Overwatch system, we take the guesswork out of building a solid financial foundation so you can pursue a work-optional lifestyle. Our process clears a path to your most important financial goals, helps to anticipate and mitigate both known and unknown risks along the way, and works to create the luxury of time and freedom so you can pursue the things that matter most.

Through our many years of experience, we’ve seen that there is a series of critical life events that every family will experience. The sequence of these events is unique to each family, but the general nature of the events is consistent. Our Overwatch system is designed to prepare you for any and all of these life events, planned or otherwise, to make sure the path to your goals remains free of obstacles.

Who We Serve

While we serve a wide variety of clients, most of them are wealthy corporate executives, business owners, and divorced or widowed women. Though they come to us with different needs and circumstances, they have a few things in common. They desire quality financial advice and want to delegate financial management to someone who is committed to building a long-term relationship based on trust. They value family, enjoy a healthy lifestyle, and are committed to building a financial future they can look forward to. 

We believe our clients choose to work with Sawchuk Wealth because our values align with theirs. They trust our process and advice and know that they can rely on us to treat them like family and to be there for them no matter what happens in life. 

Ready To Take The Next Step? 

What it comes down to is this: At Sawchuk Wealth we are single-minded in our pursuit of placing your interests first and using the best tools, technology, and resources to help you make important financial decisions. We do all this so that you can experience total peace of mind knowing that your finances are one of the few things in life you no longer have to worry about. Call 248-269-9700 or click here to set up a complimentary get-acquainted phone call so we can see if we are a good fit for each other! 

About Terry

Terry Sawchuk is the founder, chairman, and financial consultant at Sawchuk Wealth, a comprehensive wealth management firm that is devoted to helping successful families and businesses live their best financial life. With over 30 years of industry experience, Terry spends his days helping clients pursue their financial and lifestyle goals, work toward a work-optional lifestyle, and navigate through the critical financial events of their lives. Terry’s business philosophy remains the same as it has been from the beginning: to build long-term relationships based on trust. Terry holds the NSSA (National Social Security Association) certification, as well as his Series 6, 7, 24, 63, and 65 securities registrations. In the Metro-Detroit area, Terry Sawchuk is a well-recognized name, as he was a prominent personality on radio and TV as the host of Wealth Strategies on WJR for many years, as well as a co-host of Real Estate and Business Insiders on the local ABC affiliate. Terry is a staunch advocate of the mind–body connection and is passionate about regular exercise and healthy eating. In his spare time, Terry is an avid golfer and a big University of Michigan fan. In Terry’s mind, the best thing he can do with his time is to spend it with his beautiful wife, Amy, and their five children. To learn more about Terry, connect with him on LinkedIn.

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. First Allied is under separate ownership than any other named entities.

_____________

(1) https://www.psychologytoday.com/us/blog/stretching-theory/201809/how-many-decisions-do-we-make-each-day