Terry Sawchuk, CDFA®

Founder, Chief Wealth Strategist

Terry Sawchuk is the Founder and Chairman of Sawchuk Wealth. With more than three decades of experience in the financial services industry, Terry is responsible for the development and refinement of the firm’s proprietary planning and investing process: The Overwatch Process.

Since 1990, Terry has helped clients pursue their financial lifestyle goals, work towards a work-optional lifestyle and navigate through the critical financial events of their lives. Terry’s business philosophy remains the same as it has from the beginning, and that is to build long-term relationships with great people that are based on trust. Terry holds a NSSA (National Social Security Association) certification as well as his Series 6, 7, 24, 63 and 65 securities registrations. He is also a Certified Divorce Financial Advisor (CDFA®), focused on helping clients in the divorce process, from financial expertise to data collection and analysis to expert litigation support.

Terry is a frequent speaker in the Metro-Detroit area media space, previously as a prominent personality on radio and TV as the host of “Wealth Strategies” on WJR for many years and as the co-host of the “Real Estate and Business Insiders” on the local ABC affiliate. More recently, he has appeared in numerous financial publications, including U.S. News & World Report and Yahoo Finance.

Both outside and inside the office, Terry is a staunch advocate of the mind/body connection and is passionate about regular exercise and healthy eating. In his spare time, he is an avid golfer and a big University of Michigan fan. He will tell you, however, that the best quality time he can spend is with his wife Amy and their five children.