We believe true financial freedom creates the foundation for pursuing both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.
The passion of our financial advisors is to help people find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you achieve.
At Two Bird Wealth Strategies, we’re all about helping you plan for the future with confidence. Our Ann Arbor based team is here to offer experienced guidance, personalized strategies, and a down-to-earth approach to wealth management. Get to know the people who are ready to support you every step of the way.
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A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful...
In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience...
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help...
