Brass Ring Wealth Management

Brass Ring Wealth Management is a financial advisory firm in Clarkston, Michigan, located at 7300 Dixie Hwy Ste#800. It holds a rating of 5.00 based on 6 reviews.

Nathan D. Sealey founded the firm in 1998. He serves as the branch manager for both Brass Ring Wealth Management and ELGA Wealth Management. Sealey has held thousands of client meetings across Michigan and has been featured on Flint’s Channel 12 News for his financial planning insights. He previously worked in Bloomfield Hills as a compliance supervisor and associate advisor. Sealey accepted an offer to Wayne State Law School but chose to focus on growing his financial advisory practice. He is an avid golfer, soccer player, and rugby player.

Todd Reno has helped individuals and families pursue financial goals since 1996. He graduated from the University of Michigan Flint with a BA in finance. Reno began his career as a stockbroker for Olde Discount in 1996. He transitioned to LaSalle Financial Services in 2001. He joined FirstMerit as an advisor in 2008. As an advisor with The Investment Center at FirstMerit Bank, Reno was honored for outstanding client service in 2010, 2011, 2012, 2013, and 2014. He currently lives in the Houghton Lake area and is an avid golfer and boater.

The firm provides personalized financial strategies for individuals, families, and business owners. Services include 401(k) rollovers, Roth IRA conversions, retirement income planning, tax-efficient investing, business transitions, college funding, and estate planning. The firm utilizes a non-proprietary approach, meaning it does not push products but builds plans. The style is described as casual and focused on reducing the anxiety associated with money conversations.

Securities are offered through Kestra Investment Services, LLC, a member of FINRA/SIPC. Investment advisory services are offered through Kestra Advisory Services, LLC, an affiliate of Kestra IS. Brass Ring Wealth Management is not affiliated with Kestra IS or Kestra AS. The site is published for residents of the United States only.

Brass Ring Wealth Management has a Performance score of 82 out of 100 from BizScoreAI. This metric measures website load speed, which keeps visitors on the page and helps in search engine rankings. The firm also holds an Authority score of 75 out of 100 from BizScoreAI. This score reflects whether the site identifies the business owners, serving as a trust signal for AI assistants and search engines.