Birmingham, Mich. – On Thursday, November 17, The Birmingham Bloomfield Chamber of Commerce was thrilled to host a ribbon cutting ceremony for Poise Wealth.

The Poise Wealth team helps their clients articulate their vision of financial success, assess current progress, and design a written financial plan navigating the course to their future.  They achieve this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.
Drew Besonson leads the Poise Wealth team and specializes in advanced business and estate wealth transfer tax-planning.  He works closely with clients developing strategies to protect their wealth and the growth of business assets, while collaborating with a team of experts to provide comprehensive, integrated, value-based planning that incorporates tax-efficient strategies.  His team is built for the highest level of complex planning and service.  

At Poise Wealth, they simplify complex financial planning strategies and provide clients with the knowledge and tools to make informed decisions. As fiduciaries, they are held to the highest standard of care and are required to act in the best interest of their advisory clients at all times.
Poise Wealth is part of a larger nationwide network of professionals backed by the financial strength of Bleakley Financial Group, and is located at 251 E Merrill St., Suite 204, Birmingham, MI 48009 and can also be found online at http://www.poisewealth.com/
The Bloomfield Chamber is a membership organization dedicated to promoting the economic development, strengthen the business climate and improve the quality of life in the six communities it serves, Beverly Hills, Bingham Farms, Birmingham, Bloomfield Hills, Bloomfield Township and Franklin. For more information, visit www.bbcc.com.

Advisors associated with Poise Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group or (2) solely investment advisor representatives of Bleakley Financial Group and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, a registered investment advisor. Bleakley Financial Group and Poise Wealth are separate entities from LPL Financial.