Michael Kreza, CFP®

Lead Advisor | Detroit |

How do I help our clients Live a Richer Life®?
I help clients Live a Richer Life®️ by serving as their Personal CFO—taking the complexity out of their financial world and connecting their resources to what matters most. Every client has a unique vision for their life, whether that’s spending more time with family, pursuing new opportunities, giving back to their community, or creating a lasting legacy. My role is to understand their values, goals, and relationship with money, then bring clarity, structure, and confidence to the decisions that support those priorities.

Ultimately, helping clients Live a Richer Life®️ means empowering them to make informed decisions, feel confident about their future, and use their wealth as a tool to create the life, relationships, experiences, and impact that are most meaningful to them.

How do I align my time and money with my values and passions to Live a Richer Life®?
My richer life starts with my family. Spending time with my wife and children is my number one priority. Therefore, I try to align my resources in ways that help me accomplish that. In addition to my family, my hobbies – golfing, boating, Detroit sports and health/wellness are other things that bring meaning and joy to my life.