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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Preferred Wealth Management LLC

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Charlotte, MI
Preferred Wealth Management LLC

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Fiduciary financial planning provided by Neal Rohrs and Joe Wilson, serving the Charlotte, MI community. Always local. Always independent. Always Preferred.

With our combined expertise, we craft personalized solutions to help you achieve your dreams. Empower your financial future with Preferred Wealth Management. Located in Charlotte, Michigan, this firm offers personalized financial planning for individuals seeking guidance towards retirement and beyond. Through comprehensive education and investment strategies, Preferred Wealth Management fosters confidence and clarity in your financial journey for all people in the Lansing, MI area.

10/27/2026

This is probably my favorite tax fact (NERD ALERT).

Did you know you can pay 0% on long-term capital gains? Here is how.

10/13/2026

Fixed index annuities are usually a controversial topic.

Caps and participation rates sound technical. They’re actually pretty simple once someone explains them clearly.

10/06/2026

For anyone out there watching their favorite financial news station right now.

09/29/2026

Did you know the investment options in your 401k were probably chosen by your HR department?

09/25/2026

This is my favorite video to date!

I've reviewed hundreds of financial plans.

And after years in this industry, there are several things I would like to tell people but was never sure how.

In my latest video, I share 10 uncomfortable truths that most people in my industry won't tell you.

Some of them are going to sting a little.

All of them are things I genuinely believe you need to hear.

Most people don’t need more financial information. They need to hea...

09/24/2026

Want to invest in your kid's future but unsure where to start? Here are some helpful tips.

09/23/2026

Last week I covered Trump Accounts. This week I'm completing the picture by covering 529s and UTMAs.

Both of these accounts can be great options worth knowing about if you're trying to invest for your kids' future.

Want to start investing for your kids? The account you choose matte...

09/11/2026

Trump Accounts launched July 4th and since then it seems that everyone is trying to understand what exactly this means for their kids.
In my latest video I walk through what Trump Accounts actually are, who they make sense for, and the tax nuance most people aren't considering before they sign up.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

09/08/2026

What is a simple piece of advice I would give to someone starting out in their investing career?

Negotiate your salary. It is one of the simplest ways to increase your ability to invest (assuming you don't spend the increase).

Address

114 E Lawrence Avenue Ste A
Charlotte, MI
48813

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+15176520027

Website

https://www.preferred-wealth.com/, https://www.youtube.com/@PreferredWealth/featured, https://www.linkedin.com/in/joe-w-

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