University Faculty and Employees
Welcome to Dunleavy Wealth Management – Your Partner in Financial Success for the University Community.
At Dunleavy Wealth Management, we understand the unique financial challenges and opportunities that come with the university environment. Whether you are a student, faculty member, or university administrator, our specialized financial advisory services are designed to address your specific needs and goals. Explore how we can help you achieve financial stability and growth in the dynamic university landscape.
Our Services for Faculty and Staff
Retirement Planning
Planning for retirement is crucial, especially with the diverse retirement plans available to university employees, such as 403(b), 457(b), and pension plans. Our experts help you navigate these options, optimize your contributions, and create a personalized retirement strategy that aligns with your future goals.Investment Management
Building wealth through investments is a key component of long-term financial planning. We provide tailored investment strategies, including portfolio management and risk assessment, to help you grow your assets and prepare for future financial needs.Tax Optimization
University employees often face complex tax situations. Our advisors offer expert guidance on tax-saving strategies, including deductions, credits, and tax-efficient investments, to help you minimize your tax liability and maximize your financial well-being.Debt Management
Managing debt effectively is essential for maintaining financial health. Whether it's student loans, mortgages, or credit card debt, we offer strategies for debt reduction, consolidation, and repayment planning to help you achieve financial freedom.Financial Wellness Programs
We offer customized financial wellness programs designed to support the financial health of university faculty and staff. These programs include workshops, seminars, and one-on-one consultations on various financial topics, from budgeting to estate planning.
Why Choose Dunleavy Wealth Management?
Specialized Expertise:
Our team understands the financial intricacies specific to university employees and provides solutions tailored to your needs.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.