Comprehensive Financial resources; one point of contact
The process of planning for retirement and beyond frequently brings up questions concerning wills, trusts, tax planning, and health care that require answers from outside professionals. If you already work with a CPA or attorney, we will gladly work with them too, or we refer you to a professionals so that you will receive well-rounded advisory support.
Working with a coherent team helps us address any gaps or unanswered questions.
Matt Saltzgaber
Financial Advisor, MBA, AIF
248-268-0060
Matthew Saltzgaber, MBA, AIF Advisor | Vision Wealth Management Matt is a business professional with over 30 years of experience. He holds two master’s degrees, and is an independent Financial Advisor. Matt holds a Bachelor’s degree from...
Tate Kolka
Operations Manager
Tate is a current Business Administration student at Pepperdine University
Chris Mollan
Financial Advisor
Chris Mollan Advisor | Vision Wealth Management Chris Mollan brings more than 23 years of financial services experience to helping individuals and families pursue their financial goals. Chris focuses on comprehensive retirement planning...