Quality. Reputation. Availability. Convenience.
We understand the value of a great reputation. We have been building that reputation for more than 40 years and we are still doing that today!
Welcome to Zale Group Wealth Management. Our passion is to help our clients live the one life they have in the best way possible.
Asset allocation strategies, Analysis of needs and goals, Manager selection and Retirement income.
Needs Analysis, Outside account aggregation, Financial Calculators and Expense Reports.
High Net Worth Services
Legacy and philanthropic planning, design and assistance with: Donor advised funds, Endowment funds and more.
LPL Financial’s SIPC membership provides account protection up to $500,000 per customer, of which $250,000 may be in cash. LPL provides additional insurance coverage subject to conditions and limitations.
Market Commentaries, Asset Allocation and Model Portfolios, Recommended Funds and Recommended Separately Managed Accounts.
Trust Planning, Independent Corporate Trustee, Managing and preserving the trust’s assets, Assuring your wishes are followed and all of your beneficiaries are treated fairly.
Let us help you plan for the future!
“Your money and your life. They are inseparable. If you want to enjoy both, you need a plan. That’s where we come in. Let the Zale Group help you plan for your financial and life goals.
“Our client relationships are two sides of the same coin. Good planning optimizes your time and money to help realize your goals for the most important things in your life.”
2050 Livernois Rd.
Ste B Troy, MI. 48083
Security and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.