Simple. Personal. Complete.
Penniman Wealth and Institutional Consulting
734-416-1025
800-704-4024
855-807-2858
730 Penniman Avenue
Plymouth, MI 48170
More than mere words, this is the essence of how we serve you:
Simple. We simplify the complexities of managing wealth through our deep understanding of financial challenges. Our team in fact spans generations, providing insight no matter what your life stage.
Personal. You benefit from highly personalized service tailored to your needs, your goals and your family—for today and tomorrow.
Complete. We’re not only comprehensive in the services we offer, we also cross generations in the clients we serve. For education funding, for retirement planning, for business and life transitions, philanthropy and legacy planning, we strive to be the one financial resource you’ll ever need.
Planning
Working together to help you pursue what matters most.
No matter where you are in your life, we can help guide you through each important stage of planning for the goals that matter to you—both short-term and long-term. We create your personal financial roadmap that addresses your needs over time.
Capabilities
We’ve enhanced our own portfolio to fully serve you
Services
There’s more to your finances than investing
We understand that successful wealth management requires ongoing, direct communication. For this reason, we set clear expectations and develop a communication plan that works for your schedule and your needs. We also collaborate with your attorney, CPA and other professionals in your financial life to ensure that all of our recommendations align with your goals.
Wealth planning
- Wealth structuring
- Trusts
- Wealth transfer strategies
- Estate planning strategies
- Income tax
- Charitable planning
- Gifting
- Estate tax funding
- Retirement planning
- Insurance and income protection
Family Advisory
- Educational programs
- Family governance
- Family meeting facilitation
- Family office governance
Philanthropy
- Philanthropy strategy and governance
- Mission-aligned investing
- Strategic giving vehicles
- Global philanthropic community
Tailored investment solutions
- Investment advisory
- Asset management solutions
- Capital markets
- Alternative investments
- Portfolio analysis and simulation
- Risk management strategies
- Concentrated stock services
- Stock option strategies
- Restricted securities
Credit and liquidity solutions
- Mortgage solutions
- Securities-based lending
- Real estate financing
- Asset-based financing
Global Research
- CIO Wealth Management Research
- Investment Bank Research
“Clients come to us to make the complex simple. Our primary focus is always to serve our clients' personal needs, allowing them to spend their time on what is important in their life.”
— Timothy Shelton
Philip Bocketti Jr. and Timothy Shelton have been recognized as industry leaders
Philip Bocketti Jr.
- Forbes Best-In-State Wealth Advisors, 2019, 2020
Timothy Shelton
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes Top Next Generation Wealth Advisors, 2017, 2019
Our perspectives
Insights