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Investment Advising and Retirement Planning

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Personalized Wealth Management 

Investment Management

Investor Portal

Personalized investment management for your specific lifestyle goals. We will provide you with custom strategies and asset management of your 401(k), IRA, Trusts and Regular Brokerage accounts.

Financial Planning

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We provide all clients with a comprehensive financial planning portal to track their net worth and client-advisor tasks. Features include retirement projections, simulations and secure document vault. 

Retirement Strategies  

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Retire stress free with fiduciary guidance and professional planning. We can help you design and implement an investment strategy to fit your lifestyle. Our income solutions and wealth management services will help you reduce stress in retirement and live with financial peace of mind. 

About

      Since 2014, Tim has helped families navigate complex financial decisions and invest with greater peace of mind. Tim’s mission is to help you build wealth and live better. 

       Tim is a lifelong learner, father and coach. He has been quoted in The Wall Street Journal, CNBC, Yahoo Finance, U.S. News, and Benzinga for his work in finance. 

       Outside of work he dedicates his time to a life of faith, outdoor activities and physical fitness. 

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Tim’s Professional Experience


     Born and raised in Michigan, Tim attended Orchard Lake St. Mary’s Preparatory and later Wayne State University in Detroit. He has a strong academic foundation and athletic background. In 2014, he Co-Founded a registered investment advisor, Dynamic Wealth Solutions LLC, and today serves clients across the nation with personalized wealth management services. 

Key Experiences and Qualifications 
• 10+ years of investment management experience
• Investment Manager & Partner at Dynamic Wealth Solutions LLC (August 2014 to present) 
• Series 65 Investment Advisor Representative license – FINRA
• Accredited Investment Fiduciary AIF® designation – fi360 (2015 to present)
• Wayne State University Alumni 
• Youth sports coach for hockey and soccer 
• Featured blog on CNBC and quoted in The Wall Street Journal 

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© 2024 Website managed by Hooker Digital LLC with WordPress and Mesmerize Theme. Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisory firm. This page is published for residents of the United States and is for informational purposes only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.