Our Comprehensive Wealth Management approach is customized
to work towards your unique financial needs and objectives.
Watch this short video to learn more!
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
We are in the business of helping our clients pursue all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are:
- College planning
- Individual stocks
- Retirement planning
- Mutual funds
- Estate planning
- Corporate 401(k), Retirement Plan
& Investment Management
If this method of meeting your financial needs sounds appealing, we welcome the opportunity to hear from you. If you have questions about your financial situation,
please do not hesitate to call or email us.
Our mission & vision
Our mission is to simplify our clients’ financial lives and help build financial confidence so they can live life as they choose.
Our Comprehensive Wealth Management approach is customized to work towards your unique financial needs and objectives.
We follow a comprehensive five-step process designed to determine the optimal approach to managing your assets:
Understanding your personal, professional, and financial life goals.
Discuss the risk/reward characteristics of different assets classes and their contribution to the overall portfolio asset allocation.
The appropriate blend of investment vehicles to help you work toward your goals.
The investment methodologies employed to construct your portfolio.
Regular review of client portfolios and clients objectives.
you can expect the following:
- Objective and unbiased advice, based on the information and objectives you provide.
- Strict confidentiality. Since our business is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances. While you may know of several clients with whom we work, we will not discuss the specifics of any situation under any circumstances.
- Courteous service from every member of our team.
- Prompt return of phone calls -- most on the same day -- or under unforeseen circumstances, within 24 hours by at least one member of our team.
- Periodic review as agreed upon.
"Investing in the equity markets should be a marathon and not a sprint. I take a long-term view using prudent risk management."-Joe Gazall
Our Dedicated Team
Joseph Gazallinvestment Consultant
With 27 years of Investment experience, Joe is a senior member of Michigan Financial Group's investment committee, which makes selections and allocation recommendations of investment advisory accounts used by other MFG advisors. Joe is integrally involved with strategy, advisory account construction, and most importantly, building and managing client relationships.
Kimberly Dodgesenior event coordinator
Kim has been a receptionist and administrative assistant for the team at both Gazall Investment & Wealth Management and Michigan Financial Group since 2004. Kim is a diligent worker with a servant heart and wonderfully positive attitude, and it is those attributes plus many more that make her an integral part of who we are.