Engineers and STEM Field Employees
As an engineer, you understand the importance of precision and strategic planning. At Dunleavy Wealth Management, we bring the same level of detail to your financial future, ensuring your money works as efficiently as your designs.
Engineers are problem-solvers by nature, and your financial strategy should be as innovative and precise as your engineering solutions. Here’s why our services are a perfect fit for professionals like you:
- Complex Financial Scenarios: Engineers often deal with complex financial situations including stock options, variable income, and significant investment portfolios. We excel in navigating these complexities to optimize your financial outcomes.
- Long-Term Vision: Much like your projects, financial planning requires a long-term view. We help you craft a strategy that aligns with your career goals and personal aspirations.
- Technical Insight: With a deep understanding of technical fields and industry-specific challenges, we provide advice that resonates with your professional experiences and future goals.
Our Services for Faculty and Staff
Retirement Planning
Planning for retirement is crucial, our professionals help you navigate these options, optimize your contributions, and create a personalized retirement strategy that aligns with your future goals.Investment Planning & Management
Engineers often face unique retirement planning challenges due to their specific career trajectories and income structures. We offer tailored strategies to ensure you can retire comfortably and confidently, with plans that address both traditional and non-traditional retirement vehicles.Risk Management and Insurance
Protecting your income and assets is vital. We assess your insurance needs and develop a risk management plan that covers both common and unique risks associated with your engineering profession.Estate Planning
Planning for the future involves more than just retirement. We help engineers with estate planning strategies to ensure your assets are distributed according to your wishes and that your family is protected.Education and Career Transitions
Whether you’re considering further education, transitioning to a new role, or changing careers, we provide financial guidance to help you manage these significant life events effectively.
Why Choose Dunleavy Wealth Management?
Tailored Approach:
Our team understands the level of detail many engineers prefer to have when making decisions and have the knowledge and technology to provide those details to you.Personalized Service:
We offer individualized advice and planning, ensuring that your financial strategy aligns with your personal goals and circumstances.Comprehensive Solutions:
From retirement planning to tax optimization, our wide range of services ensures that all aspects of your financial life are covered.
Get Started Today
Ready to take control of your financial future? Contact us today to schedule a consultation and discover how Dunleavy Wealth Management can help you achieve your financial goals within the university market.
Dunleavy Wealth Management
Michigan Financial Companies
Address
28411 Northwestern Highway, Suite 1300
Southfield, MI 48034
Contact
Phone: 248-663-4780
Fax: 248-827-7378
Email: dwm@dunleavywealth.com
We are located in Southfield, Michigan, on the 13th floor of the Village Green building. The office is at the corner of Northwestern Highway and Beck Road, just north of I-696.