Insights

Niche Family Focus Brass Ring Wealth Management's emphasis on personalized, family-oriented financial planning presents an opportunity to offer tailored investment and advisory solutions that reinforce their value proposition and deepen client relationships.

Retirement Planning Services Specializing in retirement income and tax planning signals a demand for advanced retirement solutions, suggesting potential for offering specialized products such as annuities, tax-efficient mutual funds, or estate planning tools.

Technology Integration Utilizing popular tech platforms like Facebook Chat Plugin, YouTube, and PHP indicates openness to digital engagement, providing a pathway to introduce digital marketing analytics, client portal enhancements, or automation tools.

Mid-Size Market Segment With revenues between one and ten million dollars and a small team, Brass Ring Wealth is positioned as a boutique firm, which presents opportunities for premium, personalized financial products or exclusive advisory programs.

Expanding Financial Offerings Given their focus on protecting retirement assets and offering insurance planning, there is scope to introduce complementary services such as insurance products, estate planning, or tax optimization strategies tailored to their client base.

Brass Ring Wealth Management Tech Stack

Brass Ring Wealth Management uses 8 technology products and services including Font Awesome, jQuery, Facebook Chat Plugin, and more. Explore Brass Ring Wealth Management's tech stack below.

Font Awesome

Font Scripts

jQuery

Javascript Libraries

Facebook Chat Plugin

Live Chat

PHP

Programming Languages

YouTube

Video Players

Apache

Web Servers

Apache HTTP Server

Web Servers

Twitter

Widgets

Frequently Asked Questions

Where is Brass Ring Wealth Management's headquarters located?

Brass Ring Wealth Management's main headquarters is located at 7300 Dixie Hwy Ste 800, Clarkston, MI 48346, US. The company has employees across 1 continents, including North America.

What is Brass Ring Wealth Management's phone number?

You can contact Brass Ring Wealth Management's main corporate office by phone at

+1-248-913-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brass Ring Wealth Management's official website and social media links?

Brass Ring Wealth Management's official website is brassringwealth.com and has social profiles on LinkedIn.

What is Brass Ring Wealth Management's SIC code NAICS code?

Brass Ring Wealth Management's SIC code is 6531 - Real Estate Agents and Managers NAICS code is 52 - Finance and Insurance.

How many employees does Brass Ring Wealth Management have currently?

As of December 2025, Brass Ring Wealth Management has approximately 2 employees across 1 continents, including North America. Key team members include Founder: N. D. S.. Explore Brass Ring Wealth Management's employee directory with LeadIQ.

What industry does Brass Ring Wealth Management belong to?

Brass Ring Wealth Management operates in the Financial Services industry.

What technology does Brass Ring Wealth Management use?

Brass Ring Wealth Management's tech stack includes Font AwesomejQueryFacebook Chat PluginPHPYouTubeApacheApache HTTP ServerTwitter.

When was Brass Ring Wealth Management founded?

Brass Ring Wealth Management was founded in 1998.

Brass Ring Wealth Management

Q: How many employees does Brass Ring Wealth Management have currently?

Brass Ring Wealth Management has approximately 2 employees.

Q: What technology does Brass Ring Wealth Management use?

Brass Ring Wealth Management's tech stack includes ZURB Foundation, Google Maps, YouTube, jQuery, reCAPTCHA.

Financial ServicesUnited States2-10 Employees

Brass Ring Wealth Management Inc. is a family-owned Corporation based in Clarkston, Michigan. We specialize in investment, tax, and retirement income planning. If retirement is important to you, you should work with us. Our investment programs allow our clients to protect their retirement and provide for their insurance and planning needs.

We help our clients achieve a better understanding of the financial world and in turn this knowledge enables them to make better decisions to help protect their assets and incomes from ongoing threats. Our personal approach will aid you in becoming confident in your ability to care for yourself and your family. The peace of mind that our clients enjoy is born from the strength of this relationship, not just a rate of return.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brass Ring Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice. Investor Disclosures: https://www.kestrafinancial.com/disclosuresNeither Kestra IS nor Kestra AS provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.

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