We’re Selective About Who We Work With, and You Should be Too

Our most successful client relationships are based around a shared set of commitments.
RULE 1: STAY HUMBLE

We work with some of the most successful families in Michigan and beyond, yet we all still put our pants on one leg at a time. Success drives but does not define our team and those we work with.

RULE 2: GET PERSONAL

Relationships are key to our success. Our team is warm, high-touch and personal. Before we make any investment recommendations, we first want to know: What keeps you up at night? What are your goals?

RULE 3: ALWAYS BE CURIOUS

Our clients have a genuine interest in how the world works and appreciate a sometimes-contrarian viewpoint. Politics, economics, technology. If it impacts your portfolio, no topic is off the table.

RULE 4: FAMILY FIRST

For us and those we work with, family comes first. We understand family dynamics and place tremendous value on supporting the smooth transition of wealth between generations.

RULE 5: LAY IT ALL OUT

To determine how to get you on the right path, first we have to determine if we are the right partner for you. We review your current investment statements, discuss any upcoming life events and analyze where and how we can add value.

RULE 6: HAVE FUN

Our clients preserve and grow their wealth for many reasons, but they share the objective of enjoying the life they built and the journey along the way.

Determining if we are a fit for each other is an important part of our process. We start with understanding your goals, concerns and what’s important to you. To understand your financial situation, we analyze your documents and investment statements and discuss your risk tolerance. We also get to know each other, how we operate and what makes us tick. Then we mutually decide if Sawchuk Wealth is the firm best suited for helping you achieve your financial goals.

We understand discretion in communication is important. If you have a preferred time of day or method of communication, please let us know in the message section of this form.

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Sawchuk clients work hard and play hard are delegators put family first value expert advice are legacy minded demand excellence .