find place the Sapientia Private Wealth Management?
101 S Main St #200, Rochester, MI 48307
find phone number Sapientia Private Wealth Management 📱?
(248) 900-0202
What Clients Are Saying Sapientia Private Wealth Management (GG)
5 /5 Thomas Ensign: When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.
Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.
Allison Cracchiolo Mark Wojcik of Wojcik Finacial Services is very professional and timely. He has been doing my taxes for the last 5 years and has always looked out for me. I definitely recommend him to others.
Chris Sookhai I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire.
Looking forward to many more years to come!