A Partner of Bleakley Financial Group

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.

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TRUST

 

We care about your unique goals and work hard to implement solutions ensuring the best kind of success - YOURS!

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TRUST

In Who Is Sitting At Your Table

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.

As fiduciaries, we are held to the highest standard of care and are required to act in the best interest of our clients at all times.

Poise Wealth is part of a larger nationwide network of professionals backed by the financial strength of Bleakley Financial Group. We are ready to serve you, your family and your legacy - now and for generations to come.  

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Our Team

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

Partner & Wealth Management Advisor

Paul Kadesch, RICP®

Wealth Management Advisor

Amy Fraser

Client Service Associate

Celina Geronimo

Client Service Associate
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Our Process

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Financial Independence
We will develop solutions to meet your retirement and other personal goals to help ensure your financial well-being.
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Family Legacy
Guided by your personal values, we will work together to create a legacy plan that will reflect "you" while providing financial and educational planning for generations to come.
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Social Capital
Together, we will design and develop your philanthropic vision and bring it to life with a focus on long-term asset preservation.
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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.