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Preferred Wealth Management LLC

Home
About
Services & Pricing
Contact
Learning
Center
Client
Logins
Schedule a Meeting

Contact

Contact

Contact

Charlotte Office

Phone: 517-652-9076

114 East Lawrence Avenue, Suite A
Charlotte, MI 48812

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How to Get Started

Start with a Conversation

A brief conversation to understand your goals and determine if we’re a good fit.

Strategy Overview

We outline how we would approach your situation and explain our fee structure clearly.

Decide to Move Forward

You choose whether to engage. No pressure and no long-term contracts.

Schedule Your Introduction Call

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Recent Posts

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Call: 517-652-9076
Serving Michigan clients in Charlotte, Lansing, Grand Ledge, Dewitt, Okemos and surrounding areas.

Schedule a Meeting

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Copyright © 2026 · PREFERRED WEALTH MANAGEMENT LLC. Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA & SIPC. Joe Wilson is securities licensed in MI. Joe Wilson is advisory licensed in AK, CO, FL, IN, MI, & OH. Neal Rohrs is securities licensed in AZ, CA, FL, MI, MO, MT, NY, OH, & TX. Check the background of this firm on FINRA's BrokerCheck.
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