Business Details
Comprehensive Wealth Management Services in Detroit
At Nemes Rush, we have dedicated ourselves to delivering personalized, fiduciary-driven wealth management solutions for over three decades. As an independent Registered Investment Advisor (RIA), our family-run firm combines decades of professional expertise with a collaborative approach to serve high-net-worth families, medical professionals, entrepreneurs, and corporate executives. Our team includes certified professionals with backgrounds as CPAs, CFPs, and attorneys, enabling us to address complex financial scenarios through comprehensive planning. We pioneered the Summit Meeting process, which unites clients' trusted advisors to create cohesive strategies that align with individual values and long-term goals. With more than a century of combined experience and $1.1 billion in assets under management, we maintain rigorous research standards while prioritizing transparency and client-centered service.Our methodology spans financial planning, investment management, estate strategies, and liquidity event consulting, all designed to help clients achieve financial clarity for life. We operate with the understanding that true wealth management extends beyond numbers to encompass legacy preservation and intergenerational financial education.
Services
Financial Planning
Investment Management
Liquidity Event Consulting
Estate & Trust Strategies
Insurance Assessment
Risk Mitigation
Charitable Planning
Tax Efficiency Strategies
Intergenerational Planning
Portfolio Management
Highlights and features
- We operate as an independent Registered Investment Advisor (RIA) with fiduciary responsibility to clients
- Our team includes CPAs, CFPs, and attorneys with decades of combined financial expertise
- We pioneered the Summit Meeting approach for coordinated multi-advisor financial planning
- We manage $1.1 billion in assets with rigorous investment research and due diligence
- Our services integrate financial planning, estate strategies, and liquidity event consulting
Associations and certifications
- FINRA
- SIPC
What people say
Personalized service
Professional expertise
Effective planning process
Long-term partnership
Transparent communication
Services
Financial Planning
Our financial planning process creates personalized roadmaps for clients' financial futures. We integrate investments, taxes, estates, and corporate trusts to develop actionable strategies that address specific goals. With regular reviews and optimization, we ensure plans evolve with changing circumstances while maintaining focus on long-term objectives.
Investment Management
We offer independent investment management with access to traditional and alternative investment vehicles. Our research-driven approach selects strategies aligned with client goals and values. As an independent RIA, we maintain no product affiliations, ensuring recommendations prioritize client interests while managing $1.1 billion in assets.
Estate & Trust Strategies
Our estate planning services help clients preserve wealth across generations through will creation, trust structuring, and charitable planning. We coordinate with legal advisors to develop legally binding strategies that reflect personal values while minimizing tax implications and ensuring family financial education.
Liquidity Event Consulting
We help clients manage proceeds from business sales, appreciated assets, or other liquidity events. Our CPAs develop tax-efficient strategies to reduce, defer, or eliminate capital gains taxes while coordinating with clients' existing advisors to optimize wealth preservation outcomes.
Insurance Assessment
Our insurance services evaluate coverage gaps and identify cost-saving opportunities across life, disability, and long-term care policies. We analyze how insurance fits within overall wealth strategies to protect assets while aligning with broader financial objectives.
People
Charlie Nemes
Partner/CEO
As Partner and CEO, Charlie Nemes leads our firm's strategic direction with CPA certification and CFP designation. He brings decades of financial expertise to client relationships while maintaining our family-run business values.
Tim Rush
Partner
Partner Tim Rush contributes extensive industry experience to our advisory team. He works closely with clients to develop customized wealth management solutions that align with their unique financial circumstances and goals.
Brian Nemes
Partner
Partner Brian Nemes combines legal expertise (JD, LLM) with CFP certification to address complex financial planning challenges. His background enhances our ability to provide comprehensive wealth management services to high-net-worth clients.
Chris Nemes
Partner
Partner Chris Nemes holds an MBA and serves as a key advisor in our firm. Recognized as an InvestmentNews Rising Star, he contributes specialized knowledge in tax-efficient strategies and liquidity event consulting.
Michael Nemes
Financial Advisor
Financial Advisor Michael Nemes provides personalized guidance to clients with CPA and CFP credentials. He focuses on investment management and financial planning strategies tailored to individual client needs and objectives.
Questions
What services does Nemes Rush Family Wealth Management offer?
We provide financial planning, investment management, estate and trust strategies, liquidity event consulting, and insurance assessment services tailored to high-net-worth individuals.
Who are Nemes Rush's typical clients?
We specialize in serving high-net-worth families, medical professionals, entrepreneurs, and corporate executives requiring sophisticated wealth management solutions.
What makes the Summit Meeting unique?
Our Summit Meeting coordinates all your trusted advisors (CPA, attorney, etc.) in one session to create comprehensive, aligned financial strategies.
How does Nemes Rush approach investment management?
As an independent RIA, we select investments based solely on client needs, offering traditional and alternative options with rigorous due diligence.
What experience does the team have?
Our advisors have decades of combined experience, including CPAs, CFPs, and attorneys with specialized expertise in complex financial planning.
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