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32000 Northwestern Hwy Suite 145, Farmington Hills, MI 48334

(248) 752-0402
aaron.pawlak@lpl.com
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Comprehensive Financial Planning

Comprehensive Financial Planning

We create strategies that are tailored to your needs and goals.

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Retirement Planning

Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Portfolio Management

Portfolio Management

Building Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Business Planning

Business Planning

Managing your Business Goals

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Banking and Lending Strategies

Banking and Lending Strategies

 Helping you meet your near-term needs without disrupting your long-term goals.

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Tax Planning

Tax Planning

Helping You Make Effective Decisions All Year

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Pawlak Wealth Management, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to help ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our  Process

Consultation:

Our journey begins with a complementary consultation, where we delve into your current financial landscape and work to prioritize your objectives.

Strategy Review:

In our Strategy Meeting, we discuss our initial recommendations and address any lingering financial queries, fostering a deeper understanding of your financial roadmap.

Financial Plan Delivery:

As we progress to the financial plan delivery meeting, we present a personalized financial plan summary letter, deciphering complex financial concepts into easily understandable language.

Implement:

We begin to implement your new plan and provide regular review of your progress, adjust strategies to adapt to changing market conditions, and inform you of new opportunities that may benefit your goals.

Meet Aaron

Aaron Pawlak

Aaron Pawlak

Managing Director and Wealth Advisor

248-752-0402

Tina Potasinski

Director of Client Relations

248-242-6349

What Our Clients Have To Say







Resource Center

Articles

A collection of handpicked articles

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Calculators

Calculate elaborate financial desicions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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