Financial firm opens
For those seeking further financial management and success, the Poise Wealth team, part of a larger nationwide network of professionals backed by the financial strength of Bleakley Financial Group, has opened at 251 E. Merrill Street in downtown Birmingham. Led by Drew Besonson, the Poise Wealth team specializes in advanced business and estate wealth transfer tax-planning. The Poise Wealth team helps their clients articulate their vision of financial success, assess current progress, and design a written financial plan navigating the course to their future. Poise Wealth achieves this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies. Besonson works closely with clients developing strategies to protect their wealth and the growth of business assets, while collaborating with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient strategies. His team is built for the highest level of complex planning and service.
Business Matters for the Birmingham - Bloomfield area are reported by Lisa Brody. Send items for consideration to LisaBrody@downtownpublications.com. Items should be received three weeks prior to publication.