Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Welcome to Pearl Planning
Toni Wander, CFP®, CPA, CIMA® CSRIC®
Philosophy on Investment Management
To manage portfolios for my clients, I want to find out what they value. The assets they hold should reflect what they love, and what they want to leave as their legacy for the world. When I started in the investment field 35 years ago, it was hard to research what companies were doing to the planet, to other people, how they ran their businesses, or how they treated their employees. There are now tools to help screen for these important considerations. While these tools are not perfect, they have improved dramatically over the last decade. I have spent my life listening to what is important to clients and incorporating these values in customized portfolios that align with their long-term goals.
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Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com
Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com
Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com
Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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