Greater Detroit Wealth Management

39555 Orchard Hill Place Suite 600, Novi, MI 48375 | (800) 231-7414

KAR’s Greater Detroit wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. KAR is ranked #5 on Barron’s Top 100 Independent Advisors list. This is the eleventh consecutive year that the firm has been ranked in the top 10*. KAR is also ranked #8 on Forbes’ 2023 Top RIA list. Our Wealth Management group has a 96% client retention rate, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

 

From our Greater Detroit office, we provide financial planning throughout the Detroit area. With KAR’s wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

 

Our wealth management services are comprehensive, including:

Contact our Greater Detroit wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.

 

Let’s get started.

Senior Wealth Advisors

I once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.Learn more.

Sam Waltman, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Co-Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Senior Financial Planner
I'm an avid soccer fan and play weekly in my spare time. I also enjoy traveling domestically and internationally to games and stadiums to experience it all as a fan firsthand.Learn more.

Rosalie Haglund, CFP®

Wealth Advisor Associate
I got to sing backup for Journey at the Hollywood Bowl!Learn more.

Danielle Wallius

Investment Advisor Associate
How Can We Help?

Our goal at KAR is to provide the highest level of personal service. So feel free to reach out and we’ll be happy to assist you.

 

For General Inquiries:

(800) 231-7414

 

Contact Our Team:
Wealth Management

Contact - WM

Contact Form for Wealth Management

*The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

†The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

As of December 31, 2022 and is updated annually.

 

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.