Atticus Wealth Management is a financial planning firm based in Macomb, MI, specializing in comprehensive financial planning and wealth management for busy executive professionals in the engineering and technology fields. They offer a no-nonsense approach, focusing on developing personalized financial plans and making smart choices about money, acting as fiduciaries and using smart technology to enhance client conversations.
With a team of experienced professionals, Atticus Wealth Management has received recognition for their expertise, including the CERTIFIED FINANCIAL PLANNER certification and the Five Star Wealth Manager Award. They offer services such as organizing and evaluating financial positions, developing cash flow plans, optimizing investment strategies, and providing business owners with incorporation and tax strategies. Clients have praised their commitment, knowledge, and personalized approach to helping achieve financial goals.
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