Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.
Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important. At Poise Wealth, we simplify complex financial planning strategies and provide you with the knowledge and tools to make informed decisions.
Poise Wealth is proud to be a part of Bleakley Financial Group, a larger nationwide network of professionals. We are ready to serve you, your family and your legacy - now and for generations to come.
Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst investments, risk management, legacy, and tax strategies.
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson’s passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.
Paul has been the Director of Wealth Management Services of Poise Wealth since 2013. Additionally, his 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.
Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.
Amy has been part of Poise Wealth as the Operations Assistant for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of client’s online access.
She works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.
Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.
Drew and the team at Poise Wealth specialize in advanced Business and Estate Planning, providing one-on-one attention to clients to help protect and grow their assets. They collaborate with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient wealth transfer strategies. His team is specifically built for the highest level of complex planning and service. Business and Estate Planning can seem overwhelming, yet Drew conveys sophisticated strategies to his clients in an understandable way.
Our focus always centers on listening to our clients. After learning about their current issues, desires, and vision for the future, we connect these values and objectives to the planning process. Our goal is to establish long-term relationships based on integrity and a caring atmosphere while providing expert guidance and unparalleled service.
Poise Wealth is proud to be a part of Bleakley Financial Group, a larger nationwide network of professionals. This allows the team to provide the best products and resources available to meet clients’ needs and expectations. Drew's experience and knowledge give him an in-depth understanding of personal, business and estate financial planning, and he utilizes the tools and services that most benefit each client.
At Poise Wealth, we are committed to giving back to our community. Through volunteer work, board participation, and financial support of causes important to us and you. Enriching this wonderful community helps to understand and connect with diverse realities that must be addressed.
251 E. Merrill Street Suite 204
Birmingham, MI 48009
Advisors associated with Poise Wealth may be either (1) registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group; or (2) solely investment advisor representatives of Bleakley Financial Group, and not affiliated with LPL Financial.
Investment advice offered through Bleakley Financial Group, a registered investment advisor. Bleakley Financial Group and Poise Wealth are separate entities from LPL Financial.
Drew Besonson conducts advisory business under a “doing business as” (d/b/a) name, Poise Wealth; however, Bleakley does not hold itself as conducting advisory business as Poise Wealth.
Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
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