Caitlin John PWM

Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As an Independent Registered Investment Advisor (RIA) firm, we work with both individual and institutional investors. Our mission is to empower our clients to maximize their net retirement income through customized strategies and unparalleled guidance.

Our Core Values

At Caitlin John, we prioritize:

• Transparency: We provide clear and accessible information about our processes and investment strategies.
• Fiduciary Approach: We act in the best interests of our clients, prioritizing their goals and concerns.
• Personalization: We develop customized plans tailored to each client's unique needs and circumstances.
• Collaboration: We work alongside our clients every step of the way, ensuring their voices are heard and their aspirations are met.

Empowering Retirement Planning

Our unique NRI Max approach to retirement planning focuses on maximizing your net retirement income by:

• Implementing innovative strategies like 1031 exchanges, DSTs, and QOZs.
• Leveraging a tactical and disciplined approach to portfolio management.
• Providing personalized guidance on advanced tax planning and wealth transfer strategies.

Comprehensive Wealth Management

Beyond asset management, we offer a wide range of services to address your financial needs:

• Tax planning: We optimize your tax efficiency through strategies such as Roth conversions and other tax-advantaged options.
• Wealth transfer planning: We guide you through estate planning and wealth preservation strategies to ensure your financial legacy is protected.
• Business strategies: We provide tailored solutions to help small businesses achieve their financial goals.

Our Commitment

At Caitlin John, we are committed to providing our clients with:

• Personalized attention: Your dedicated financial advisor will work closely with you to understand your unique goals and concerns.
• Accessible communication: We provide regular updates and clear explanations to ensure transparency and accountability.
• Ongoing support: Your dedicated advisor will be available to address your questions and concerns throughout your journey.