With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a...
More Than Financial Advisors We Are Your Trusted Partner
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.
What We Do
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.
Our Team
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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Fiscal and Monetary Policy in 2026: Key Tailwinds and Risks for Investors
Fiscal and monetary policies are expected to provide tailwinds for markets in 2026, with the One Big Beautiful Bill Act (OBBBA) providing stimulus and the Federal Reserve likely to continue cutting rates. However, households’ spending tax refunds could boost...
Market Commentary: What Stock Gains in January May Tell Us About the Rest of the Year
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in...



