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Your Trusted Financial Advisory Partner in Northville, MI
The Wealth Advantage Group was founded on the principle of placing fiduciary responsibility at the core of our mission. With over 18 years of experience in the securities industry, our team of certified professionals prioritizes client service and relationships above all else. We employ a rules-based investment approach driven by data and market research, creating proprietary models that offer transparency and accountability. Our services span investment management, retirement planning, and corporate retirement plan consulting, serving individuals, families, and businesses across multiple states. We host monthly market update webinars and maintain a 24-hour response policy to ensure timely client support. Recognized as the 2016 People's Choice Award winners for Best Financial Advisors in Northville, MI, we combine technical expertise with personalized service to help clients navigate financial markets.Our team holds advanced certifications including Chartered Market Technician (CMT) and Certified Plan Fiduciary Advisor (CPFA), alongside multiple securities licenses. We specialize in developing customized financial plans that address investment accounts, spending habits, and long-term goals while emphasizing risk management and asset preservation. Our proprietary investment models range from Aggressive Growth to Managed Income strategies, catering to diverse risk tolerances. We maintain affiliations with FINRA/SIPC through Osaic Wealth, Inc., ensuring regulatory compliance and client protection.
Services
Investment Management
Retirement Planning
Corporate Retirement Plans
Asset Preservation Strategies
Market Analysis
Financial Education Workshops
Life Insurance Solutions
Portfolio Risk Assessment
Wealth Management
Monthly Market Updates
Highlights and features
- We operate as fiduciaries with Chartered Market Technician (CMT) and Certified Plan Fiduciary Advisor (CPFA) designations
- Our proprietary investment models provide transparent, data-driven portfolio management
- 24/7 client availability with guaranteed 24-hour response times
- Specialized expertise in corporate retirement plan consulting and participant education
- Recognized as 2016 People's Choice Award winners for Best Financial Advisors in Northville, MI
Associations and certifications
- FINRA
- SIPC
What people say
Exceptional client service
Transparent investment process
Personalized financial solutions
Market expertise
Timely communication
Services
Proprietary Investment Models
We develop six proprietary investment models ranging from Aggressive Growth to Managed Income. These data-driven strategies focus on market trends, brand loyalty, and consumer spending patterns. Our models emphasize risk management through continuous sector ranking and momentum analysis while maintaining transparency in investment decision-making.
Retirement Planning
Our retirement planning service creates comprehensive strategies addressing investment accounts, spending habits, and risk tolerance. We specialize in helping retirees maintain financial stability through market downturns while preserving capital. The Managed Income Model specifically targets asset preservation with controlled growth opportunities for retirees.
Corporate Retirement Plans
We provide end-to-end retirement plan management for small businesses and corporations. Services include plan design customization, participant education workshops, and 3(21) fiduciary services. Our approach focuses on creating tailored solutions that align with company goals while improving employee financial literacy through educational programs.
Market Analysis
Our market analysis service utilizes quantitative methods to evaluate brand loyalty, consumer spending, and market trends. We host monthly webinars explaining current market conditions and investment strategies. The analysis informs our proprietary models and helps clients understand their investment positioning through transparent communication.
Financial Education
We offer comprehensive financial education programs for retirement plan participants. These include workshops on retirement planning, healthcare costs, and social security optimization. Our educational approach emphasizes practical knowledge transfer to help clients make informed financial decisions aligned with their long-term objectives.
People
Jeff Husak
Partner / Financial Advisor
With 18+ years in securities, Jeff developed proprietary investment models and holds CMT and CPFA certifications. He specializes in market trends and inter-market relationships while managing client portfolios.
Michael Husak
Partner / Financial Advisor
20-year industry veteran and 2016 People's Choice Award winner. Focuses on client relationships and portfolio preservation during market downturns while maintaining Series 7 & 66 licenses.
Evan Lipsitz
Client Liaison
Joined in 2021 with financial industry experience since 2013. Pursuing CFP certification while managing client communications and insurance services in Michigan.
Erin Sanford
Client Relationship Manager
Handles client onboarding and office operations since 2017. Coordinates marketing efforts and client communications while managing account documentation processes.
Questions
What investment strategies do you use?
We employ proprietary, data-driven models focusing on market trends, brand loyalty, and consumer spending patterns across six risk levels.
How do you manage retirement plans for businesses?
We offer customized plan design, participant education, and 3(21) fiduciary services tailored to each company's specific needs.
What makes your approach different from other advisors?
We maintain full transparency through in-house investment models and prioritize fiduciary responsibility over outsourced strategies.
How do you handle client communication?
We guarantee 24-hour response times and host monthly market update webinars for ongoing client education and engagement.
What credentials do your advisors hold?
Our team includes Chartered Market Technicians (CMT), Certified Plan Fiduciary Advisors (CPFA), and professionals with multiple securities licenses.
Do you work with out-of-state clients?
We serve clients across 22 states through our FINRA/SIPC registered affiliation with Osaic Wealth, Inc.
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Reviews (1)
Jahr Turchan
Oct 11, 2021
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I have worked with several wealth management firms during my years. NONE of them can compare to the professionalism, market knowledge, growth performance and caring that I've received from Jeff and Mike Husak at the Wealth Advantage Group. I trust them. I started working with them over a decade ago, and I've never had a reason to move nor has anyone else given me reason to think they could do better.
One thing I like best of all, when the market gets a bit crazy, and I get emotional about my money, I know they'll take the time to explain everything and help me make the right decision for my needs
One thing I like best of all, when the market gets a bit crazy, and I get emotional about my money, I know they'll take the time to explain everything and help me make the right decision for my needs
